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1. How To Evaluate Your Financial Advisor
   Recently my dad passed away. To help my mom gain an understanding of her financial situation, I needed to learn about the financial advisor they were working with. My parents came from a generation where it was considered rude to discuss money (and politics and religion). Good parents didn’t burden their children with
2. Preparing Your Information for Disaster
   When COVID first hit, like a lot of people, I began to think about my own mortality in a new light. Here was this unknown illness that was striking people down. What if it were to happen to me? What I felt wasn't so much a fear of my own mortality, but worries about what would happen to my family if I were no longer he
3. Strategic Planning With Uncertainty About Pandemic’s End
   Looking for the right path.gettyThe Covid-19 vaccine rollout demands that business leaders plan for recovery in the economy as well as in health. More pratfalls with vaccinations may delay recovery, but vaccinations could accelerate thanks to learning-by-doing and copying success. Either way, companies need to be ready
4. Taking Control Of Finances For Aging Parents: Avoid These 3 Common Mistakes
   When your aging parent is no longer able to keep track of bills, investments and money management, someone else must step in. Often the parent has
5. Why Now’s The Time To Strengthen Your Workforce
   Savvy leaders are using this time to make strategic hiresgettyAs senior executives draft staffing plans for 2021, many are budgeting to address skills gaps and the need for other competencies that can help them navigate the path to recovery and well beyond. Here’s a look at the current employment market and the trends
6. 11 Tips To Be A More Successful Investor Now
     Jump for Joy when you become a better investor following these 11 investing tips. Normally, I tell clients to expect at least one 10% drop in
7. App Fraud is on the Rise: Here’s What ikConsumers Should Know to Protect Themselves
   Money transfer apps like Zelle have made our lives much easier – need to pay a friend your share of the dinner bill or send your sibling half of mom’s
8. Boomers need benefits, too: What you need to consider
   An organization's workforce drives business results. That is why it is especially important to create a culture where employees work in harmony and understand that it takes a team effort to achieve success. This has become increasingly more difficult as the workforce becomes more diverse. It's no secret that people are
9. Buy, Hold or Sell? 3 Factors to Help You Make the Right Decision
   In business, there's an adage that it takes money to make money. That sounds simple enough, but real business is far more nuanced than that.
10. Cybercriminals Are Coming for Your Business. Here Are 5 Simple Ways to Keep Them Out
    Now, more than ever, is a crucial moment to button up cyber security measures at your company. Small businesses were easy prey for cybercriminals during the pandemic. A shift to remote work meant hackers had their pick of unsecured home networks and devices. Now, even though many businesses have moved back to in-office