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2,035 results found
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Financial Advice I Would Give My Younger Self – Planning for Education Funding
At the end of most lectures I give, the moderator usually asks, "What else should our audience know?"
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The Frightening Sophistication of the Phishing Scam
We’re long past the days of typo-filled emails from Nigerian princes who promise to share great wealth if the recipient will only pay a nominal fee up front. Today’s phishing frauds are far more sophisticated and successful. They’re harder to spot and con artists have expanded beyond emails to text messages and phone c
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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
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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
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How To Build Business Resilience: Strategic Growth In Uncertain Times
It’s important to take a step back and consider practical strategies for building lasting growth.
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How To Leverage Generative AI For Small Business Growth
AT isn't just for big companies anymore. Read on to find out how affordable AI tools can help you grow your business and your bottom line
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School’s Out for Summer … But Tuition Is Back in the Fall
I can only imagine the enthusiasm of students and teachers who will finally able to be back in a classroom and learning in person as schools and campuses around the country start coming back to life this fall.
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SECURE Act: How it Can Affect Your Estate Planning
When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
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Do You Really Know What Your HSA Can Do for You?
Over the past several years, health savings accounts (HSAs) have grown in both interest and popularity — so much so that there were $104 billion in
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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