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1. 5 Things to Do as Your Retirement Date Approaches
   If you're among the nearly 5.6 million Americans who retire every year, here are five ways to make retirement easier.
2. 6 Practical Tips to Manage Your Small Business Finances
   stevepb / Pixabay Even experienced business owners can benefit from improving the way they manage their finances. This is especially true if your expertise in your product or service doesn’t extend to managing business finance. It would be a shame not to realize the full potential of your company, so we’ve assembled s
3. 5 pending changes that could impact year-end small business tax planning
   Congress has been debating a number of big bills that contain tax changes. Some of the proposed changes are favorable; many are not. All of them may
4. Keeping Your Retirement Savings On Track Amid The Great Resignation
   In May 2021, psychologist Anthony Klotz coined the phrase “The Great Resignation” to describe the record amounts of workers quitting their jobs after
5. Are You Ready to Invest Beyond a 401(k)?
   When it comes to retirement investing, it pays to take advantage of accounts that provide tax breaks for savings. Sadly, many people are passing up the chance to invest in one of the most accessible of those accounts -- the IRA. In fact, according to the Center for Retirement Research, only around 15% of people of all
6. 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
7. 3 Holiday Shopping Trends to Improve Customer Experience
   Preparing your team for the holiday rush? Here are some shopping trends to help you adjust your customer service team strategy
8. 7 Top Benefits of Roth IRAs That You Don't Want to Overlook
   The Roth IRA (individual retirement account) is bursting with benefits that can make saving for retirement a bit more exciting. If you don't want to
9. 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.
10. 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