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    1. Covid Has Transformed How Shoppers Pay. Here’s How Small Business Can Benefit
      Covid has transformed how we pay for goods and services.
    2. The significance of financial wellness benefits for employees in a COVID-19 world
      For many employees, the COVID-19 pandemic has revealed how fragile their financial security is. A recent survey from the National Endowment for Financial Education found that nearly 9 in 10 (88%) Americans said that the COVID-19 crisis is causing stress on their personal finances. For employees, the pandemic has not on
    3. 2 Ways The 199A Deduction Has Changed Retirement Planning
      Small business owners and self-employed folks doing their 2018 taxes could be in for a surprise: the new tax law may have changed the way they should use retirement accounts.
    4. "Four Solutions to Help Improve Your Cash Flow"
      Today, Small Businesses contribute significantly to the U. S. Economy. When you consider how many Small Businesses exist in our communities, it is impressive to think about the amount of time, effort, and commitment business owners contribute to helping our economy grow. As businesses grow, access to capital is one of
    5. 2 Important Changes to Social Security Were Just Announced for 2025
      Recently, the Social Security Administration announced two important changes that are going to affect both current and future retirees. Both changes
    6. What Recent (but Enduring) Changes in the Healthcare Industry Mean for You
      How many times have you heard the phrase “new normal” recently? Have you wondered what, exactly, that may look like for operators in the Healthcare space? It’s too early to call every 2020 trend a winner or loser, but there are some sure-fire early takeaways for Healthcare industry players. All business leaders in our
    7. 4 Common Tax Planning Mistakes
      What errors do advisors often see—and how can you avoid them? What the Professionals Say About Tax Planning   We talked with two high-ranking
    8. 3 Things That Will Give Your Business A Better Chance Of Succeeding
      Success relies on more than just a handshake. Do you want your business idea to succeed? Of course. No one creates a new company, product, or service hoping that it fails. Despite your good intentions, you might be missing a few key things that could give your venture a better chance at long-term success.
    9. 5 questions to ask at your first financial planning appointment
      Summary List PlacementAt your first financial planning appointment, it's a good idea to ask your financial planner about the total cost of their services (including any underlying fees in your portfolio) and how many clients they have. Ask about the plans they have to cover your needs if they leave the business, such a
    10. Customer Retention Strategies That Work in Uncertain Times
      Change is one of the few constants in life, especially in business. Enterprises that are able to adapt to change will be able to withstand not only the small fluctuations of everyday operations, but also sudden major disruptions. A global pandemic is but one possibility here; natural disasters and other crises may pull