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    1. Cybersecurity Action Plan: 7 Tips for Small Business CFOs
      A data security breach is one of the CFO’s biggest nightmares. The bad actors are getting creative at their trade, causing our nightmares to become
    2. 5 Money Moves to Make 10 Years Before You Retire
      If you're 10 years away from retiring, take these key steps to make sure your finances are in check for when you make the leap. Here are five ways to prepare your finances, according to experts. You have worked and saved and worked some more, and now you're finally 10 years away from retirement—first of all, congratula
    3. Want to Retain Your Employees? Be Flexible During the Holidays.
      The holidays are right around the corner, which means that in the coming weeks, you're likely to find yourself short-staffed at work, and perhaps under pressure. Now, imagine what life at the office would be like if you were to have no choice but to operate on a skeleton staff year-round as a result of having lost key
    4. Are You Making These Money Mistakes In Your Business?
      You’re an ambitious woman and you likely became an entrepreneur because you saw you could do more in your career. You wanted to reach higher, reach more people, and make your mark in the world. Being an entrepreneur offered you a way of doing that, and you hit the ground running. You learned all the things: marketing,
    5. 5 questions to ask at your first financial planning appointment
      Summary List PlacementAt your first financial planning appointment, it's a good idea to ask your financial planner about the total cost of their services (including any underlying fees in your portfolio) and how many clients they have. Ask about the plans they have to cover your needs if they leave the business, such a
    6. Check Fraud is Up: 4 Steps to Protect Yourself
      Protect against check fraud. Pay by credit card, debit card, ACH transfer. checks are the most vulnerable. The safest check is one that’s not written.
    7. Is Identity Theft Protection Worth It?
      “An ounce of prevention is worth a pound of cure.” When Benjamin Franklin penned this enduring phrase nearly three centuries ago, he was advising the
    8. 3 Things Retirees Need to Do Right Now to Prepare for a Second Coronavirus Wave
      With COVID-19 cases rising across the country, there's not really much debate about whether the situation is getting worse or better in the United States. In fact, the only division among public health experts now is whether we're in a second wave, or whether the first wave never ended. Sadly, things are probably going
    9. 5 Strategies for 40-Somethings Who Are Way Behind on Retirement Savings
      There are a lot of scary retirement charts that tell you how much you should have saved for retirement. One commonly cited figure by Fidelity Investments says that by the time you're 40, you should have three times your annual income set aside. But let's face it: That number is laughably unrealistic for a lot of people
    10. No Summer Vacation This Year? What to Do with the Money You’ve Saved
      From spring through summer this year, we’ve seen travel get disrupted by COVID-19. Some countries have even banned international travel to help contain the virus. SEE MORE COVID-19: A Once-in-a-Lifetime Chance to Change Our Spending HabitsClients at my firm who began planning dream vacations many months ago have been a