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1. 5 Business Development Trends to Expand Your Business
   Which of the following is on your business development to-do list for 2019? Close more new customers Decrease customer churn Increase referrals All of the above If you didn’t answer D, you’re either wildly successful (in which case, congratulations!) or you’re in trouble. But regardless of your answer, the real questi
2. Buy, Hold or Sell? 3 Factors to Help You Make the Right Decision
   In business, there's an adage that it takes money to make money. That sounds simple enough, but real business is far more nuanced than that.
3. What Most Homebuyers Don’t Know About Starting the
   What Most Homebuyers Don’t Know About Starting the Mortgage Process House hunting is exciting. It’s easy to get caught up scrolling listings and
4. 3 Essential Finance Moves to Make Before You Turn 40
   Some people dread turning 40. Others can't wait and see getting older as a positive thing.
5. How Small Businesses Are Navigating Economic Uncertainty
   Even with headwinds, some business owners are finding room to maneuver. Across industries, they’re testing new bets — and taking calculated risks they hope will turn today’s uncertainty into tomorrow’s growth.
6. 4 Things to Know: An Expert’s Guide to Preparing for Homeownership
   These days, it’s hard to keep up on interest rate news. That often means it can be tough to tell how a fluctuating market could play into your bigger plans, like buying a home.
7. 4 Steps To Turn Makeshift Digital Transformation Into Long-Term Success
   Co-authored with Nikolaus Obwegeser and Benjamin MüllerMakeshift digital home officegettyWhile many companies were reportedly undergoing some form of digital transformation before COVID-19, it seems they were not far enough along their journey to respond effectively. At the outset of the pandemic, companies scrambled t
8. Not All Inheritance Trusts Are Created Equally
   When it comes to inheritance, some clients are convinced that their parents have made proper arrangements on their behalf. Even when parents have used qualified lawyers and other advisors to do this, we always recommend “double checking” to make sure that any inheritance that might be received will be under an appropri
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. The Founder’s Guide To Long-Term Business Resilience
    In the end, growth curves flatten. Valuations fade. But legacy? That’s the story people will tell long after you’re gone.