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1. What to Ask Before Hiring a Financial Advisor
   What You Need to Know Before Hiring a Financial Advisor It's no secret the blogosphere tends to hold financial advisors in contempt. The money blog movement is steeped in DIY gumption that does not lend itself well to seeking outside help. Additionally, even though bloggers won't admit it, at some subconscious level th
2. Corporate America Looks Well Positioned Financially To Support Growth
   As the post-pandemic recovery slows — and it inevitably will — talk in business and investment circles will turn to the timing of the next cyclical correction. It might then help to consider what could cause a recession.
3. The Real Answer to “How Much Should I Save?” Might Surprise You
   The real answer to how much you should save is far less one-size-fits-all than most financial gurus would have you believe.
4. Small Mistakes Add Up. 4 Mistakes to Avoid When Investing for Retirement.
   Here are four investment mistakes and what you can do to avoid them.
5. 3 Reasons to Go With a Roth IRA
   One of the biggest decisions you must make when saving for retirement is whether to go with a traditional or Roth IRA. You're not locked into one -- you can start with one and transition to the other over time, or contribute some money to both types of accounts. But most people favor one over the other. Traditional IRA
6. 3 Customer Retention Strategies to Avoid Like the Plague
   Not all customer retention strategies are equally effective. Here are a few to avoid when building your customer base
7. 2022 Transfer Tax Update
   Despite the various proposals to lower federal transfer tax (estate, gift and GST taxes) exemptions and increase the tax rates, none of them were enacted in 2021.
8. Think twice before cutting employee financial wellness benefits
   Can you think of the last time a financial situation had you stressed out and so preoccupied it was difficult to focus at work? All you could think about was handling the situation and maintaining financial stability, eliminating that added stress and getting back to life as usual. Now top that situation off with the n
9. How Advisors Keep Families From Feuding In Estate Planning Meetings
   In popular culture, scheming family members often vie to inherit money from a rich relative. Tempers flare, fights break out and aggrieved plotters stew in anger. That level of drama rarely plays itself out in reality. Instead, advisors seek to bring families together to discuss estate planning in a calm, respectful ma
10. Three Key Financial Management Strategies to Prioritize for Your Business
    Keeping your business’ finances on solid ground requires more than just maximizing sales and minimizing expenses. There’s a whole lot that goes on