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2,090 results found
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The Golden Triplets Of Small Business Success
For most of the 20th century, Americans enjoyed what I call The Golden Age of Customer Service. Sadly, based on recent research, it appears we’re in the Plastic Age. In a national customer satisfaction index, the average customer rating was less than 60%. Going six for 10 is pretty good – if you’re playing baseball. Bu
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The New 2024 Health Savings Accounts (HSA) Limits Explained
A Health Savings Account, often called an HSA, allows you to pay for some medical expenses with tax-free money.
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5 Ways To Make Your Small Business Sale-Ready
Selling your business can change your life. Moving onto your next challenge, safe in the knowledge that your clients and team are looked after, is an exciting prospect that has likely crossed the minds of many small business owners. Five ways to make your small business sale-readygettyWhen you’re ready to do it, you’ll
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Keep Your Business Safe by Teaching Employees to Spot Fraud
While businesses are concerned with financial fraud, there may be an overall lack of understanding about common ways fraud happens and how to mitigate risk exposure. Teaching your employees to spot and prevent financial fraud should not be ignored. To help you take a more proactive approach to managing financial fraud
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Will Inflation Derail Your Retirement Plan?
In 20-plus years, I’ve seen several situations where external factors and individual choices have threatened to derail clients' financial plans.
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8 Steps To Take If You Lose Your Job Because Of Coronavirus
These are crazy times that we are living in as the current epidemic is shaking the world. We’ve now seen jobless claims top 30 million over the last six weeks – many of them due to the novel coronavirus. In case you’re keeping track, that’s more layoffs than jobs created since the Great Recession. Perhaps you’re newly
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Dealing with Dementia in the Family
Dealing with Dementia in the Family DRAFTAuthors: Jim RingerSource: First Midwest BankSubject: First Midwest DRAFT Rev1Title 1: Dealing With Dementia in the FamilyTitle 2: TK Things to Remember When Dealing With a Dementia Diagnosis in the FamilyTitle 3: How to Handle an Estate Plan for a Family Member With DementiaTit
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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
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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
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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