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    1. 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
    2. How Controlling Your Living Expenses Can Lead to Financial Freedom
      Many things in life are beyond our control, such as the cost of gas or groceries or when the repair guy will show up to fix the furnace. While it can
    3. The Financial Plan: Top 5 Reasons you need a documented, living, accessible plan for your financial future
      Sure, most of us think about retirement and leverage or have leveraged a 401(k) and other investment options or high-level planning to help get us there.
    4. 3 Times a Mortgage Refinance Absolutely Doesn't Pay
      The interest rate you pay when you first sign your mortgage may not be the interest rate you pay for life -- even with a fixed loan.
    5. 6 tips on how businesses can weather unpredictable futures with limited resources
      Businesses have weathered various storms through out the last year due to the instability and changing markets caused by COVID-19. With limited
    6. The New Face Of Growth In 2021
      Over the last 16 months, the manner in which American businesses view growth – and the avenues to achieve that goal – have drastically changed.
    7. Strategies for your small business to stay on top
      Learn why pricing can be a differentiator for small businesses and how to set pricing. Old National Bank can help. blue print for success with research
    8. 5 New Things to Note on Your 2021 Business Return
      Income taxes are a perennial chore for business owners. While many tax items—deductions, credits, etc.—have new limits for 2021 due to cost-of-living
    9. 5 Steps to Take Before You Apply for Cyberinsurance
      Avoid missteps that can impact your coverage and premiums. Cybersecurity is a critical issue for businesses of all sizes. Partly this is because of
    10. Your Guide to the Startup Costs Deduction
      Starting a new business can come with numerous organizational expenses that can add up quickly. Fortunately, the IRS offers a deduction for startup