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1. 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
2. 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.
3. What Happens to Your Retirement Plan When You Switch Jobs
   When switching jobs, there are a number of considerations for what to do with the money in your previous retirement plan.
4. AI Is Changing How Local Businesses Are Found—Here’s How Owners Can Adapt
   The way to win in this new environment isn't to chase every new gadget. It is to double down on the truth about your business.
5. 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.
6. 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
7. 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
8. 3 Reasons to Roll Over Your 401(k) When You Leave Your Job
   Whether you're leaving your job because of coronavirus-related layoffs or because you've found a new position, there are a lot of decisions you have to make when you're moving on. And one of the most important is what to do with your 401(k). Typically, you have a few different choices about how to handle this retiremen
9. 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.
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.