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1. 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
2. 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
3. Employee expectations are changing. Here are 5 ways to keep up
   Even before the pandemic disrupted life as we know it, the human resources department was feeling the pressure to evolve. Due to the ease of use of consumer apps and websites, employees simply expect more. The need for a better way to connect with colleagues and improved accessibility of core people systems and service
4. Service Bundling Strategy – 7 Benefits for Your Small Business
   A service bundling strategy is a marketing tactic that involves offering multiple, complementary services as a package for a single price. You may wish to include other options in your packages such as information products or access via email or phone for questions to increase the value to the client. Usually the price
5. Three Changes Coming for Social Security in 2025
   Anticipating changes coming to Social Security in 2025 can help you start planning for the new year. Here's what to expect and how to maximize your benefits
6. 3 ways to support workplace well-being during COVID-19
   Personal and professional worlds are colliding in ways that have never been seen before, leading employees and employers to navigate new challenges in uncharted waters. As employees continue to struggle with balancing work and personal obligations at home, they are dealing with emotional, physical and financial consequ
7. 6 Ways To Rebuild Your Small Business After COVID-19
   The COVID-19 outbreak has wreaked financial havoc around the globe, leaving many small-business owners struggling in its wake. According to the National Federation of Independent Business (NFIB), as of March 30—still early in the crisis—92% of small businesses said they had suffered negative effects as a result of the
8. How To Wrap Your Business Up With A Nice Little Bow For Year-End
   Ah, the end of the year. It’s time for holiday promotions, boosted sales (hopefully), and year-end preparations. If you don’t prepare for the end of the year and follow a checklist, you’ll probably find yourself burning the candle at both ends. Coming from an experienced business owner, it’s never too early to start pr
9. Thinking of Retiring in 2024? Do This First
   If you're hoping to finally hand in your notice and become a retiree in 2024, chances are good you're counting down the days until the new
10. Collecting Unemployment? How To Avoid A Tax Bill Next Year
    With more than one in 10 workers currently jobless, many Americans are depending on unemployment benefits as a financial crutch to get them through the pandemic. The $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act dramatically expanded unemployment benefits by amount, how long they last and who is