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    1. Cybersecurity Action Plan: 7 Tips for Small Business CFOs
      A data security breach is one of the CFO’s biggest nightmares. The bad actors are getting creative at their trade, causing our nightmares to become
    2. Deciding What To Do With The 401(k)s You Left Behind
      If you’ve changed jobs throughout your career, chances are you have at least one or two 401(k)s with former employers. If you’re like most people, you’ve probably been unsure about what to do with that money and just left it in the plans. Now that time has passed and your financial decisions are more deliberate, you ma
    3. What The Self-Employed Need To Learn From The PPP Loan Process
      2020 has been a year of many lessons. From social distancing to coloring our own hair, we have all had to learn to adapt in a pandemic-driven world. It has been a time of change, reflection and fear. For many self-employed individuals, the Covid-19 pandemic has provided an additional lesson:  education in the finances
    4. Why Every Business Owner Needs a Business Credit Card
      When you're a business owner, it's normal to focus on running and growing your business. But the way you pay for business expenses is equally important, and this is an area where business credit cards can be a huge help.
    5. Selling a Business During the COVID-19 Pandemic: You Want to Sell, But Is It the Right Time?
      There is a popular saying about best laid plans often going astray. Business owners are experiencing firsthand the derailing of plans in this unprecedented and unpredictable 2020. Those with plans to market their business for sale this year are left particularly in a lurch. At a time when many industries are struggling
    6. 3 habits to start now to build wealth for a lifetime, according to a financial planner
      Summary List Placement  As a financial planner, an important part of my job is helping clients make choices now to build wealth for the future. I always recommend clients start by reviewing their financial situation regularly and knowing how (and why) they're spending their money. I also think it's important to underst
    7. 3 Moves to Make Before Doing a Balance Transfer
      If you owe money on a few different credit cards, you may be considering a balance transfer. A balance transfer lets you move your existing balances onto a new card with a lower interest rate -- ideally, an initial 0% introductory rate.
    8. 3 Reasons to Open a Roth IRA in 2021
      Nearly 25 million people own Roth IRAs, according to the Investment Company Institute, but that's a far cry from the number of Americans who could contribute to one if they wanted. While a Roth IRA isn't the best retirement account for everyone, it has some distinct advantages that make it worth considering, especially
    9. 3 Tips for Investing in Your 50s
      The years in your 50s are pivotal ages on the road to retirement. At this stage of life, you may be making plans for how you'll spend your senior years and when you'll close out your career. You might also be grappling with college tuition payments for your children or other expenses that eat up a lot of your income. T
    10. How to incorporate the Sustainable Development Goals into your business
      Since their launch five years ago, the U. N.’s Sustainable Development Goals have been the topic of conversation in corporate sustainability. Then came COVID-19, threatening our health and the health of our loved ones, upheaving the economy, and causing us to rethink how we work and live, the conversation has shifted.