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    1. Feeling Generous? Don’t Let Your Holiday Or Year-End Bonuses Land You In Hot Water
      In 2018, 38% of small business owners planned on giving holiday bonuses to their employees. If you fall under this statistic, your employees will thank you for it. But if your execution stinks, your business will not be so appreciative. Done legally and fairly, year-end or holiday bonuses are a great way to retain top
    2. Finance 101: Money Skills Every New College Student Needs
      Looking to equip your new college student with financial skills? Start laying the foundation for a solid financial mindset before they leave. Here's how
    3. The Difference Between Revolving Credit vs Line of Credit
      Revolving Credit vs. Line of Credit: An Overview Revolving credit and a line of credit are financing arrangements made between a lending institution and a business or an individual. The lender provides access to funds that the borrower can use at his discretion; it's like a flexible, open-ended loan. In fact, a revolvi
    4. How Much Savings Do You Actually Need to Feel Financially Secure? Start With These 3 Benchmarks
      For many households, the biggest source of money stress isn't low savings. It's uncertainty.
    5. How Secure 2.0 Helps Small Businesses Boost Retirement Benefits
      Nearly 75 percent of small businesses don't offer retirement plans to their workforce. The Secure 2.0 Act could change that. It's about to get easier
    6. How to Enjoy Your Spring Break Without Racking Up
      How to Enjoy Your Spring Break Without Racking Up Debt   Key takeaways:    Setting a clear, category-based budget, like the “$1,500
    7. Not All Inheritance Trusts Are Created Equally
      When it comes to inheritance, some clients are convinced that their parents have made proper arrangements on their behalf. Even when parents have used qualified lawyers and other advisors to do this, we always recommend “double checking” to make sure that any inheritance that might be received will be under an appropri
    8. What to do if a tax document arrives after you file
      In early 2019, I thought all of my tax documents had arrived in the mail, so I sat down to file my taxes in early March. Everything looked great, so I
    9. 5 Lessons Leaders Say They Are Taking Away From 2020
      In the hardest of times, some leaders learned valuable lessons that will see them into the future.gettyI received a holiday card this year that summed up 2020 perfectly. It read:“Well, that was weird.”For businesses, 2020 has indeed been like nothing we’d experienced before. We saw pandemic-related closures, a halt to
    10. 87 Percent of Shoppers Pay More for Brands They Trust. AI Is Putting That Advantage at Risk
      As fakes and AI-driven counterfeits surge, here’s how DTC brands can fight back.