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        1. What is a Revocable Trust and Do I Need One?
          Let's face it, estate planning is not necessarily fun, but it is definitely critical, especially as you get older and acquire more assets. There is a preconceived notion, however, that it's an activity only for the wealthy. That's just not true. Everyone should have an estate plan in order to protect their loved ones a
        2. 5 Ways to Protect Yourself— and Your Assets—Online
          The rise of everything digital has created a lot of opportunity and convenience.
        3. 2023 Small Business Success Means Prioritizing Innovation And Change
          Navigating the financial landscape has become a full-time job. For leaders of small and medium sized businesses hoping to get a grasp on the economic
        4. 4 Ways Diversity Can (And Will) Immediately Improve Your Business
          THE WHO'S WHO? STEVE WASTERVAL We’ve all heard of businesses that have implemented diversity training or inclusion initiatives. This is true for
        5. 401(k) and IRA Advice Especially for Women
          For women who expect to lean heavily on their investment accounts in retirement, market volatility isn't the only concern. It's also important to help minimize the impact taxes can have on income in retirement. That means managing the funds in various types of investments and accounts -- taxable, tax-deferred and tax-f
        6. 5 Ways to Scale and Grow a Business
          You took the first step and founded your business. Then, you were able to acquire some customers. However, do you know what you need to do in order to grow your business and be the market leader? The answer is simple. You have to have a scalable business model.
        7. 7 Steps To Achieve Financial Freedom And Retire Early
          Being financially free allows you to break away from the immense stress of living paycheck to paycheck, and the earlier you start working towards this goal, the more achievable your early retirement dream can be.
        8. Building Brand Awareness Through Unique and Meaningful Partnerships
          Are you looking for allies to help your business thrive? Here are a few ways to find unique partnership opportunities and build your brand
        9. Capital Spending And The Durability Of The Post-Pandemic Recovery
          The economic recovery has come on strong. Some have expressed disappointment in the second quarter’s pace of real growth, but the news nonetheless remains good, on consumer spending and on employment. Housing has paused of late, but that could be a natural statistical response to what were previously unsustainable grow
        10. Coronavirus And Your Retirement Plan, Should You Do Something?
          Most of you knew this would happen again sooner or later, the time when the stock market experiences a sharp decline. The inevitable big down day (which could perhaps turn into down weeks or months) happened during the past few days when both the Dow, NASDAQ, and S&P markets closed significantly lower. Hopes for a quic