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1. No one is immune to a financial disaster, but everyone can be smart about what comes next
   Financial planning isn't about making perfect decisions with your money. Mistakes are bound to happen. You might not have control over unexpected crises, but you do have control over your preparedness and your reaction. If you find it difficult to save, try setting up micro-goals to hold yourself accountable every day.
2. Reverse Estate Planning? There’s Such Thing, And It’s A Good Strategy For Some Families
   Most estate planning discussions assume assets flow in only one direction, from older generations to younger generations.
3. Selling a Business During the COVID-19 Pandemic: You Want to Sell, But Is It the Right Time?
   There is a popular saying about best laid plans often going astray. Business owners are experiencing firsthand the derailing of plans in this unprecedented and unpredictable 2020. Those with plans to market their business for sale this year are left particularly in a lurch. At a time when many industries are struggling
4. 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.
5. 6 Ways To Rebuild Your Small Business After COVID-19
   The COVID-19 outbreak has wreaked financial havoc around the globe, leaving many small-business owners struggling in its wake. According to the National Federation of Independent Business (NFIB), as of March 30—still early in the crisis—92% of small businesses said they had suffered negative effects as a result of the
6. How to Buy Your First Home
   Buying a house can be stressful enough for seasoned buyers, let alone first-timers. Do I have enough saved for a down payment? Will I qualify for a
7. 5 Basics of Financial Literacy
   The Five Basics of Financial Literacy
8. Financial Stress Makes You Less Productive – 5 Steps To Strengthen Your Finances
   Workers are so stressed about their finances that it’s costing companies seven hours each week  in lost productivity.
9. 4 Common Tax Planning Mistakes
   What errors do advisors often see—and how can you avoid them? What the Professionals Say About Tax Planning   We talked with two high-ranking
10. Wealth Planning for Business Owners
    A successful business generates wealth. But the process doesn’t stop there. Are you maximizing your opportunity to protect and preserve that wealth?