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    1. SECURE Act impact on small business retirement plans
      For small business-owning clients, ensuring their employees have access to a retirement plan - without incurring huge costs - is a particular challenge. Fortunately, the SECURE Act, passed in December 2019, created several opportunities to that can help employers establish retirement plans, as well as to expand on thei
    2. Should You Go Back to Work as a Retiree If Your Nest Egg Isn't Cutting It?
      After leaving the workforce, you'll have to start relying on savings and Social Security to support you. Unfortunately, you may discover these income
    3. A new report says you need to make $114,000 to buy a house. Here's how to buy if you earn less than that.
      People with sub-six-figure salaries become homeowners all the time. Here's how.
    4. How to Buy a Home in a Hot Market With Below-Average Credit
      A hot market is a seller's market. In many parts of the country, housing inventory is low and prices are rising.
    5. Saving for Your Emergency Fund: As Easy as 1-3-6
      Setting money aside in an emergency fund is easier than you might think. Here's how to get started
    6. Why the Best Time to Sell a House Is Shifting Later in the Year
      In most years, the best time to list a home for sale is May. But last year, the optimal time to put your house on the market came a little later, in
    7. Amid rising SaaS costs, organizations must prioritize email security
      Despite rising costs amid economic uncertainty, it's important for organizations to ensure they have a solid cybersecurity plan in place. Here's why
    8. Supercharge Your Retirement Savings With A Backdoor Roth IRA
      One of the best places to park your retirement savings is Roth IRA. Your contributions grow tax-free to save you money every tax season. The only problem is that high-income earners may not qualify for Roth IRA. I’m going to let you in on an open secret called the “backdoor Roth IRA.” Despite the semi-illicit name, a b
    9. Don't Assume the Default 401(k) Contribution Is Enough
      Photo: Amy Hirschi (Unsplash) When you opened up your 401(k), you were probably presented with a few default options. Maybe your workplace automatically put 3% of your paycheck towards 401(k) contributions, for example. Maybe you were told that the company would match your contributions up to 5%, so you elected to cont
    10. The 3 Biggest Mistakes You Can Make When Investing in CDs
      Certificates of deposit (CDs) can be a smart, safe way to earn more on your savings, letting you lock up your money for a set period in exchange for a guaranteed return.