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    1. Saving For College And On Your Taxes: Understanding 529 Plans
      Any adult may open a 529 Plan for any named beneficiary—you do not have to be the parent or grandparent of the person named.gettyMay 29 is National 529 College Savings Plan Day! Do you know what a 529 plan is? Do you know how to use it? Let me explain. What is it?529 College Plans were initially created to help familie
    2. Building Your Business Credit Profile to One-Up the Competition
      In this high-growth market, maintaining good business credit is the key to not only growing, but protecting your business, with access to credit
    3. How To Future-Proof Your Business For The New Capitalism
      With the effects of the novel coronavirus continuing to send shockwaves through the economy, business leaders are, rightfully, worried about the fate of their companies. Those companies that survive certainly will be looking for ways to better prepare for the future. And while most leaders will rightfully turn their at
    4. 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.
    5. Es
      Estate planning is a crucial aspect of managing your assets and ensuring your wishes are honored after your passing.
    6. 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
    7. The Benefits of Outsourcing for Small Businesses
      Introduction Outsourcing has garnered popularity as a strategic approach for small enterprises aiming to streamline operations, curtail
    8. 3 Customer Retention Strategies to Avoid Like the Plague
      Not all customer retention strategies are equally effective. Here are a few to avoid when building your customer base
    9. What is a Trusted Contact? Do You Need One?
      If you’ve not heard of the idea of a “trusted contact” for your brokerage account, you’re not alone. It’s a relatively new concept: In 2018, the
    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