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Are You Ready to Invest Beyond a 401(k)?
When it comes to retirement investing, it pays to take advantage of accounts that provide tax breaks for savings. Sadly, many people are passing up the chance to invest in one of the most accessible of those accounts -- the IRA. In fact, according to the Center for Retirement Research, only around 15% of people of all
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Cybersecurity Action Plan: 7 Tips for Small Business CFOs
A data security breach is one of the CFO’s biggest nightmares. The bad actors are getting creative at their trade, causing our nightmares to become
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Deciding What To Do With The 401(k)s You Left Behind
If you’ve changed jobs throughout your career, chances are you have at least one or two 401(k)s with former employers. If you’re like most people, you’ve probably been unsure about what to do with that money and just left it in the plans. Now that time has passed and your financial decisions are more deliberate, you ma
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Lump Sum or Not: What’s the Best Way to Invest Your Year-End Bonus?
Many corporate executives recently received their 2020 performance bonus. Others, especially at many large companies, will get them over the coming weeks. While the downturn in last year’s economy may have cut into these annual awards for some, others will receive tens, perhaps hundreds of thousands of dollars. So, whe
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Most Young Retirement Savers Make This Investing Mistake
You've set up your 401(k) contributions, and you're watching that account balance tick up with every paycheck. Congratulations, you're on your way to a comfortable retirement. Now, it's time to expedite your progress by optimizing the investments in your account. That's an adjustment the vast majority of young savers n
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Online shopping scams to look out for and how to avoid them
Shopping online can be convenient, especially during the holiday season, but it also exposes you to online shopping scams. Here are some scams to watch out for and how to protect yourself from falling victim to them
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Selling a Business During the COVID-19 Pandemic: You Want to Sell, But Is It the Right Time?
There is a popular saying about best laid plans often going astray. Business owners are experiencing firsthand the derailing of plans in this unprecedented and unpredictable 2020. Those with plans to market their business for sale this year are left particularly in a lurch. At a time when many industries are struggling
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What The Self-Employed Need To Learn From The PPP Loan Process
2020 has been a year of many lessons. From social distancing to coloring our own hair, we have all had to learn to adapt in a pandemic-driven world. It has been a time of change, reflection and fear. For many self-employed individuals, the Covid-19 pandemic has provided an additional lesson: education in the finances
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Why Every Business Owner Needs a Business Credit Card
When you're a business owner, it's normal to focus on running and growing your business. But the way you pay for business expenses is equally important, and this is an area where business credit cards can be a huge help.
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2022 LPL Financial Club Level Recognition
For 2022, 26 Old National Investments (ONI) Wealth Advisors qualified for one of LPL Finacial's club levels.