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        1. Retirement and Estate Planning Opportunities after the SECURE Act
          If you haven't learned by now, the Setting Every Community Up for Retirement Enhancement Act (known as the "SECURE Act") was signed into law on Dec. 20, 2019, and went into effect on Jan. 1, 2020. With bipartisan support, it is expected to generate about $15.7 billion in tax revenue over the next decade on the changes
        2. Saving For College And On Your Taxes: Understanding 529 Plans
          Any adult may open a 529 Plan for any named beneficiary—you do not have to be the parent or grandparent of the person named.gettyMay 29 is National 529 College Savings Plan Day! Do you know what a 529 plan is? Do you know how to use it? Let me explain. What is it?529 College Plans were initially created to help familie
        3. Seven Best Practices For 2024 Budgeting And Planning Sessions
          However you look at it, amid a highly uncertain current and future business climate, 2024 is shaping up to be a doozy, particularly for CFOs and
        4. Talent Planning And Employee Experience Driving Future Of Work
          gettyEven before the start of coronavirus, it was clear that digital transformation would change employee experience and the future of work. OECD research from 2019 showed that more than 30 percent of jobs could eventually be changed by automation alone. Enter COVID-19, and the push to automate and digitize work has on
        5. The compounding benefits of CSR and employee engagement
          Illustration: Rawpixel.com (Shutterstock) Corporate social responsibility, or CSR, has gained momentum as part of a healthy and thriving workplace
        6. 2023 Small Business Success Means Prioritizing Innovation And Change
          Navigating the financial landscape has become a full-time job. For leaders of small and medium sized businesses hoping to get a grasp on the economic
        7. 4 Tips For Strategic Growth And Increased Profits In 2026
          In a business environment driven by higher interest rates, persistent macro uncertainty, and rising customer acquisition expenses, leaders are forced to rethink how growth is achieved and sustained.
        8. 5 Ways to Scale and Grow a Business
          You took the first step and founded your business. Then, you were able to acquire some customers. However, do you know what you need to do in order to grow your business and be the market leader? The answer is simple. You have to have a scalable business model.
        9. 7 Steps To Achieve Financial Freedom And Retire Early
          Being financially free allows you to break away from the immense stress of living paycheck to paycheck, and the earlier you start working towards this goal, the more achievable your early retirement dream can be.
        10. 1834 Wealth Management: Trump 2.0 and What We Are Watching
          By 1834, a division of Old National Bank   President Trump’s agenda for a second term could bring substantial changes. The labor market,