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2,039 results found
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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
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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
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Customer Retention Optimization Strategies to Keep Customers Long-Term
Your customers are your enterprise’s life’s blood. When you get a new customer, work to retain them and grow customer lifetime value. While the sales team will always be looking for new customers, retaining a current customer is far cheaper than finding a new customer to replace them. When you retain a customer, you’ve
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Why Financial Reporting is the Golden Ticket to Success in Any Business
Business success can be attributed to a wide range of factors, especially since each business defines ‘success’ differently. For example, although
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The Fed is confident it can stave off a recession in 2022, but others aren't so sure
A growing number of experts see a recession on the horizon, but the economic community is split. Fed chair Jerome Powell believes the US can still
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3 reasons why women should use HSAs to save for retirement
A recent article from Bustle titled "How to Save for Retirement in Your 20s" powerfully explained why saving for the future is one of the best financial decisions young people can make. This is particularly true for women, who typically live longer than men and need their retirement funds to stretch further. However, a
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The employee-employer disconnect that’s fueling the Great Resignation
Amid all the headlines about millions of workers quitting their jobs during the Great Resignation, it is easy to miss the signal in the noise. Yes, a
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Top Business Trends Shaping A Post-COVID Environment
Few would have predicted a year ago that 2020’s challenges would result in such dramatic changes. Global supply chains were interrupted, business and personal interactions shifted online, and remote work took off at an almost unimaginable scale. In response, business leaders are making their supply chains more flexible
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3 Reasons to Open a Roth IRA in 2021
Nearly 25 million people own Roth IRAs, according to the Investment Company Institute, but that's a far cry from the number of Americans who could contribute to one if they wanted. While a Roth IRA isn't the best retirement account for everyone, it has some distinct advantages that make it worth considering, especially
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Three Big Ways That Life Insurance Can Be a Lifeline
The importance of life insurance transcends monetary value by encapsulating emotional reassurance, legacy preservation and strategic financial