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    1. Managing Money as a Couple
      When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news
    2. 5 Mistakes Small Business Owners Make That’s Costing You Thousands
      Being a business owner is challenging, and making mistakes is typical.
    3. All Your Banking in One Place: 4 Reasons It’s Better
      4 reasons to consolidate your banking. Your financial institution as similar to the type of relationship you’d strive to build with a good doctor or lawyer. Work with someone who knows you, can help you identify areas for improvement, and consistently has your best interest at heart. finding a trusted institution is im
    4. Not All Inheritance Trusts Are Created Equally
      When it comes to inheritance, some clients are convinced that their parents have made proper arrangements on their behalf. Even when parents have used qualified lawyers and other advisors to do this, we always recommend “double checking” to make sure that any inheritance that might be received will be under an appropri
    5. Benefits and Uses of Virtual Credit Cards for Businesses
      Virtual Credit Cards for Businesses: Benefits and Uses In the digital age, businesses continuously seek innovative solutions to streamline operations,
    6. The Topic of Q1 2025: Extension of the Tax Cuts and Jobs Act?
      By 1834, a division of Old National Bank   We think the 2017 Tax Cuts and Jobs Act (TCJA) is arguably the biggest topic for many investors and
    7. The Rules of 'Revenge Saving' to Take Control of Your Finances
      After months (or even years) of overspending, emotional shopping or living in financial survival mode, people are fighting back by saving fast and furiously.
    8. Liz Weston: Who gets the keys to your digital estate?
      You may not own cryptocurrency or nonfungible tokens. You may not have a big Instagram following or run an online business. But if you do almost anything online, you probably have digital assets — electronic records that you own, control or license. Failing to make arrangements for those assets while you’re alive could
    9. The Benefits of Outsourcing for Small Businesses
      Introduction Outsourcing has garnered popularity as a strategic approach for small enterprises aiming to streamline operations, curtail
    10. ESOPs as a Flexible Ownership Transition Tool
      ESOPs as a Flexible Ownership Transition ToolWhen it comes to succession planning, business owners have multiple options, each carrying different benefits and implications. How do you decide the best path for you and your business? Start by asking yourself what personal and business objectives you want to achieve throu