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    1. It's a chaotic world right now. Here's why that makes it the ideal time to start a business.
      With recession chatter and general market uncertainty, is 2025 a good time to start a business?
    2. 3 Ways to Build Wealth Amid the COVID-19 Pandemic
      The coronavirus has taken a significant toll on the U. S. economy as well as many Americans' personal finances. With more than 10 million U. S adults filing for unemployment over just the past two weeks, many people are struggling just to pay the bills each month. If you're one of the fortunate ones who still has a sou
    3. Five Simple Year-End Tax Tips to Set Up a Successful 2024
      ’Tis the season to make New Year’s tax resolutions, but as I have seen many times in my 25 years as a financial adviser, it’s those who plan ahead
    4. 5 Steps to Retiring Early
      Early retirement is becoming an increasingly popular financial goal for many Americans. The FIRE movement — Financial Independence, Retire Early — has gained traction in recent years, and more people find themselves aggressively saving with the hopes of leaving the workforce in their 40s or 50s rather than their 60s or
    5. Life Insurance vs. Emergency Fund: Why You Probably Need Both
      Understanding when an emergency fund and a life insurance policy come into play — and how to potentially afford both — will help you prepare for the future. Here's how
    6. Personal Financial Planning for Business Owners
      Personal financial planning isa critical aspect of managingyour finances when youown and operate a business.It involves creating acomprehensive
    7. 401(k) and IRA Advice Especially for Women
      For women who expect to lean heavily on their investment accounts in retirement, market volatility isn't the only concern. It's also important to help minimize the impact taxes can have on income in retirement. That means managing the funds in various types of investments and accounts -- taxable, tax-deferred and tax-f
    8. 3 Smart Places to Save Now
      With Social Security set to deplete one year earlier than expected, taxes on retirement benefits may only get worse, not better. Currently, 15% of your Social Security benefit is tax-free. For the other 85%, it all depends on your “provisional income.” So, it’s important to be able to manage your income in retirement,
    9. Online Banking Can Boost Your Business Efficiency
      online banking platforms helps boost business efficiency, convenience. Discover how online banking can revolutionize your business
    10. 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.