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    1. The Most Common Small Business Mistakes
      Entrepreneurship has been on the upswing since the start of the pandemic.
    2. Best Practices For Integrated Family Wealth Planning
      Shutterstock Legacy planning is an opportunity for families to define their values while creating long-term objectives to their wealth. While preserving wealth and developing an effective approach to pass it from generation to generation is often a challenge, sometimes the most difficult aspect of legacy planning is kn
    3. Customer Retention Optimization Strategies to Keep Customers Long-Term
      Your customers are your enterprise’s life’s blood. When you get a new customer, work to retain them and grow customer lifetime value. While the sales team will always be looking for new customers, retaining a current customer is far cheaper than finding a new customer to replace them. When you retain a customer, you’ve
    4. How to Reduce Your Business Spending When Times Are Tough
      It's never easy to run a business, and economic downturns can make it even harder. It's crucial to examine your company's spending carefully during
    5. Tax-smart charitable giving before you retire
      You’ve had a successful career and you’re almost ready to retire. While still in your peak earning years, is there a tax efficient way to give back?
    6. 4 Estate Planning Documents Everyone Should Have
      Thinking about death can be… unpleasant. But when it comes to guarantees in life, death is one of the few.
    7. For CFOs, Overcoming The Talent Imbalance Means Focusing On Emerging Potential
      Leadership concept. Red plane taking a different direction while the white planes are going straight.
    8. What to consider as vendors add generative AI to workplace tools
      Vendors of all shapes and sizes are rushing to implement generative AI, a race begun by the release of OpenAI's ChatGPT and its newest large language
    9. 6 Steps To Financial Empowerment For Business Owners
      Women entrepreneurs often face challenges on the path to financial empowerment. Consider these strategies for overcoming barriers and growing your business
    10. Abilities First: Celebrating Autism Acceptance Month with Greater Awareness and Understanding
      The month of April encompasses both World Autism Day and National Autism Acceptance Month, a time to foster greater awareness, understanding, and