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    1. Balancing Business and Personal Wealth
      As a business owner, you take on substantial financial responsibility. As a business owner, you take on substantial financial responsibility. While shouldering this load, it can be easy to overlook the need to plan
    2. How Operational Efficiency Saves Money for Your Business
      For business owners and operational managers, improving operational efficiency can significantly reduce costs, enhance productivity, and boost profitability.
    3. How to Grow a $500 Emergency Fund Into $5,000 Faster Than You Think
      Building up your emergency fund is easier than you think. Here are five strategies to get you started
    4. Recession-Proof Your Business: 7 Smart Strategies To Stay Profitable
      Recession doesn't have to derail your business. Here are 7 strategies to help keep things on track and profitable
    5. 3 Reasons the Roth IRA Is the Best Retirement Savings Tool Out There
      When it comes to saving for retirement, you have choices. You can opt to participate in your employer's 401(k) plan or open an IRA through a bank or financial institution. And while IRAs have lower annual contribution limits than 401(k)s, they typically offer lower fees and a wider range of investment choices, making t
    6. 3 Simple Ways Small Businesses Can Defend Against Cyberattacks
      Small companies are increasingly in hackers’ crosshairs. Here are three steps you can take to ensure your security now
    7. 3 times you should consider refinancing your student loans, according to a financial planner
      If you have student loans, you've probably wondered whether or not you should refinance them. Maybe you've heard that's a great way to save money. Or
    8. 7 Small-Business Strategies for Customer Retention
      Customer retention is an ongoing process, and it requires a genuine commitment to understanding and meeting your customers' needs. By Kalin Kassabov,
    9. Before You Borrow: The Smart Small Business Owner’s Guide To Secured Vs. Unsecured Loans
      Whether you’re launching, expanding, or navigating a short-term crunch, knowing when to use a secured versus an unsecured loan can make all the difference.
    10. Immediate vs. Deferred Annuities: What’s the difference?
      Despite not being as well-known as some other retirement tools, annuities account for 6% of all assets earmarked for retirement. Despite not being as well-known as some other retirement tools, annuities account