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1. 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.
2. 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
3. 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
4. 5 Surprising Ways Rewards Credit Cards Are Improving My Personal Finances
   Sometimes people are concerned about getting started with rewards credit cards because they don't want to overspend or hurt their credit.
5. 7 Sources of Retirement Income You Probably Haven't Considered Yet
   There are some things you should do well before you retire, and an important one is this: Figure out your sources of retirement income. After all,
6. Phone Scams: 5 You Need to Beware Of Now
   AI is driving the spike in phone scams with one out of every four calls flagged as unknown ultimately determined to be "unwanted," or spam, a new
7. Reluctant to retire? 3 signs you're ready
   Many people don’t have much choice about when they retire. Illness, job loss or caretaking responsibilities push them out of the labor force, ready or
8. 1834 Wealth Management: Trump 2.0 and What We Are Watching
   By 1834, a division of Old National Bank   President Trump’s agenda for a second term could bring substantial changes. The labor market,
9. The labor market is the strongest it's been since the pandemic started - and setting up a huge boost to America's most crucial economic engine
   Tumbling jobless claims signal the labor-market rebound is entering full swing as the US reopens. Improved hiring can boost consumer spending, which accounts for 70% of economic activity. Stimulus boosted retail sales higher in March, and a stronger labor market can lift spending further. See more stories on Insider's
10. The supply chain is healing — but new signals hint inflation will stay high throughout 2022
    The US is probably past the worst of the supply-chain crisis, but full recovery is a long way away. "It's just that things aren't getting as bad as