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1. 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
2.   Approved Pitch:   “How to Create An Estate Plan for Legacy Building” This piece will discuss strategies for creating estate plans around preparing your family legacy
   Approved Pitch:   “How to Create An Estate Plan for Legacy Building” This piece will discuss strategies for creating estate plans around preparing your family legacy. Some key points could entail highlighting stats around wealth loss over generations, integrating legacy plans into traditional, the benefits of a profess
3. CFOs zero in on digital transformation
   CFOs facing economic headwinds as 2023 begins are keeping their focus on costs, looking to reduce discretionary spending as a potential recession continues to loom.
4. The employee-employer disconnect that’s fueling the Great Resignation
   Amid all the headlines about millions of workers quitting their jobs during the Great Resignation, it is easy to miss the signal in the noise. Yes, a
5. Tips for CFOs seeking tariff refunds
   The Supreme Court’s February ruling opened the door to new questions for CFOs about the mechanical process their companies must navigate to recoup any IEEPA tariff refunds owed, as well as about the impacts any windfall might have across their business.
6. Financial Advice I Would Give My Younger Self – Planning for Education Funding
   At the end of most lectures I give, the moderator usually asks, "What else should our audience know?"
7. Will Inflation Derail Your Retirement Plan?
   In 20-plus years, I’ve seen several situations where external factors and individual choices have threatened to derail clients' financial plans.
8. The Smartest Business Decision Your Organization Can Make In 2023
   Two strategies to prioritize mental health and make a big impact in your organization.
9. 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
10. From coffee beans to bags, small businesses feel the fuel squeeze
    Rising fuel prices are squeezing some American small businesses in ways that go far beyond the pump.