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    1. 3 traps to avoid when getting pre-approved for a mortgage
      If you're looking to buy a home, you may have heard that it's a good idea to get a mortgage pre-approval letter before kicking off your search. That's pretty solid advice.
    2. Counteracting Capital Gains with Tax-Loss Harvesting
      Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you
    3. How small businesses can help employees prepare for retirement
      Employees' retirement plans took a hit as the pandemic forced workers to focus on immediate financial concerns rather than long-term savings, but for
    4. Tug of War: Handling the Challenge of Competing Financial Goals
      Let's walk through three steps to help you handle the challenge of competing financial goals.
    5. 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
    6. 5 Things That Will Change Forever For Small Business Websites
      After the pandemic, a lot of things will go back to normal for small businesses. But, some things will remain changed forever. Here are five things that I think will change permanently for small business websites around the globe. No Companies Without Websites After The PandemicThere will no longer be companies without
    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. Buying Or Selling A Home? Here’s What You Need To Know About Contract Contingencies
      If you’ve ever bought or sold real estate, you’ve probably heard of contingencies. In the most basic terms, a contingency is a specific requirement that must be met in order to make a real estate contract final.
    9. Real-Life Finance Podcast #18 | Making 529 Plans Less Intimidating
      Listen now, wherever you get your podcasts.Hosted by Old National Bank Financial Empowerment Director Ben Joergens, each Real-Life Finance episode
    10. What is a Trusted Contact? Do You Need One?
      If you’ve not heard of the idea of a “trusted contact” for your brokerage account, you’re not alone. It’s a relatively new concept: In 2018, the