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    1. Personal vs. Business Finances: How Business Owners Should Handle Both
      As a business owner, juggling your personal and business finances can be tricky. Tools and strategies that can help you keep them separate and robust
    2. Don't Leave Things to Luck: 3 Ways to Secure Your Finances in 2023
      Rampant inflation has been with us for well over a year. And it's caused a lot of people's finances to take a turn for the worse.
    3. How to Prevent ACH Fraud
      Are your company business accounts susceptible to ACH and wire fraud? If you're not sure, now is the time to find out. By educating yourself on this
    4. How The SECURE Act Will Affect Business Owners And The New 199A Deduction
      The SECURE Act was passed at the end of 2019, and with it came a variety of unintended and unexpected consequences surrounding tax planning. The tax analysis of the bill shows it’s expected to be a tax revenue generator for the government over the next 10 years. The biggest driver in the bill is the removal of a popula
    5. Covid-19 Pandemic Fraud
      We are living in unusual times. And when normal processes change, it opens the door for bad actors to get involved. One simple example: Many offices are now empty, so we are seeing a rise in mail theft. Fraudsters are stealing unmonitored business mailboxes, going through the material, and using it to gather sensitive
    6. Keeping Your Retirement Savings On Track Amid The Great Resignation
      In May 2021, psychologist Anthony Klotz coined the phrase “The Great Resignation” to describe the record amounts of workers quitting their jobs after
    7. About Business Email Compromise
      Protect your business! Learn about Business Email Compromise, or BEC. When you know how this common phishing technique works, you can stay safe.
    8. 4 ways to hit your family savings goals in 2025
      There isn't a single perfect way to approach saving money. Read on for some tips to get started on reaching your family savings goals this year
    9. How to Receive Payments from Clients Securely
      You’ve done the job and now you’re itching to get paid—not so fast. In the scurry to get paid it’s important that you still remember some basics about secure payment. Fraud is rampant online and it pays to be safer than sorry. Here are a few things to remember when you receive payments to make sure you’re doing it secu
    10. Millennial Money: How to tell when money advice is bad
      There are a lot of people out there who want to tell you what to do with your money. The problem is only some of them know what they’re talking