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        1. How Technology and Agile Are Reshaping Customer Experience in Financial Services
          AI and Agile practices are reshaping customer experience in financial services. Here are some strategies that companies are using
        2. How The SECURE Act Will Affect Business Owners And The New 199A Deduction
          The SECURE Act was passed at the end of 2019, and with it came a variety of unintended and unexpected consequences surrounding tax planning. The tax analysis of the bill shows it’s expected to be a tax revenue generator for the government over the next 10 years. The biggest driver in the bill is the removal of a popula
        3. How to Determine the Right Mix of Benefits and Compensation for Your Staff
          At this time of year, you’re likely starting your year-end budget review and planning for FY 2020. Expenses, group benefits, and employee compensation may all be a big part of the conversation as you look for areas to control costs or trim spending. If your health insurance renewal is at year end, then Open Enrollment
        4. 10 Ways To Grow Your Small Business And Make It Attractive To Buyers
          Thinking of selling your business, either sooner or later? Consider taking these steps now to ensure that your business is attractive to future buyers
        5. 3 essential employee benefits companies need to support workers during the coronavirus pandemic and beyond
          Although many US employers have said they plan to boost mental health and other benefits in light of the coronavirus pandemic, few employees actually expect their companies to step up to the plate. A study from the business advisory firm, Brunswick shows one in four US workers, or about 38%, expect their companies to i
        6. 3 Money Moves to Make -- and 2 to Avoid -- During the Coronavirus Crisis
          Coronavirus is causing economic turmoil, with the pandemic leaving many Americans worried about their jobs and investment accounts. During these turbulent times, it's difficult to make rational choices about the best way to manage your money. But it's also important, as the decisions you make now could have a major eff
        7. 3 Overrated and 3 Underrated Trends Small Businesses Should Know in 2022
          What should you focus on in 2022? Marketing trends seem to develop overnight, and it can be difficult to keep up with what's hot -- should we be
        8. 3 Ways To Plot Your Company’s Strategy In COVID Era And Beyond
          In an era of uncertainty strategy can no longer be based on forecasts and past experiencegettyOn November 7 at 11:24 am Eastern CNN called the US presidential election for Joe Biden. The other major news outlets followed in quick succession. As the gripping vote count was entering the final stretch, pollsters across th
        9. 4 myths we tell ourselves about money and how to get it straight
          Most of us lie to ourselves. Psychologists put it down to something called cognitive dissonance, the uncomfortable tension we feel when our behavior does not match our beliefs.
        10. 4 Tips to Keep Your Business and Customers Safe from Phishing
          The holiday season is also the prime season for phishing attacks. Want to keep your business and your customers safe? Here are four tips to prevent cybercrime during the holidays