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        1. Borrowing from your 401(k) plan can be helpful in accessing funds when you need it - here's what to know
          A 401(k) loan allows you to borrow money from your retirement account and repay it within five years, with interest. A 401(k) loan isn't the same as a withdrawal, but there are still specific rules to follow. Any funds borrowed through a 401(k) loan won't grow, so you should borrow funds only as a last resort. Visit In
        2. How Will Senior Living Providers Capture the Middle Market?
          The largest wave of Baby Boomers is beginning to hit the age in which senior living becomes a factor for their near- and long-term lifestyles. In less than a decade, every Boomer will be 65 or older, which means there’s going to be a major demand for a spectrum of senior living offerings. Unlike previous generations, B
        3. 5 Steps To Help Protect Your Startup From A Cyber Attack
          While often an afterthought, entrepreneurs need to start taking cyber security more seriously.
        4. 5 Ways Collaboration Saves Your Customers Money (And Why It Matters)
          Good news: Strategic partnerships aren't only for your benefit. Working within them, your customers might save money, too
        5. 5 Ways To Stay Connected With Customers During A Crisis
          The coronavirus pandemic has cast a cloud of uncertainty over the globe, cost millions of people their jobs and pushed the economy into a recession. But for most of the world, life goes on—albeit in a new and uncertain way. And although many consumers might not be making as many purchases, those relationships with bran
        6. 6 Ways to Manage Student Loan Debt
          Student loan debt is a significant financial challenge for millions of graduates. With the rising cost of education, more students are relying on
        7. Benefits trends: What will work for 2020
          Benefit trends are shifting to meet the growing demands of a younger workforce. Now more than ever, your clients must foster innovative and creative ways for employees to thrive, engage with their work, and stay at their job. With lower U. S. unemployment rates in 2019, companies must remain competitive to attract and
        8. Choosing a Bank
          Purchasing a practice is one of the most important decisions of your professional life. That’s why the process of building the right team to guide you
        9. Don't Get Taxed by Surprise: Year-Round Tax Planning Tips
          By Brad Wright, CFP ‘Tis the season…for taxes. Actually, you should be thinking about taxes year-round. Yes, good times indeed, but when it comes to
        10. Financial Spring Cleaning Tips for Your Business
          You may be gearing up to reopen your small business amidst the uncertain times COVID-19 produced. Nonetheless, as things return to a “new normal,” it’s a great time to take a moment or two to organize your business finances and ensure you’ll stay efficient after reopening. From combing through your budget, to reevaluat