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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. SECURE Act: How it Can Affect Your Estate Planning
          When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
        3. What To Do With Excess Funds In Your Child’s 529 Plan—A Good Problem To Have
          What do you do with "extra" funds in your child's 529 Education Savings Plan after they've finished college, or gone in a different professional direction?
        4. 5 Tax Strategies for Small-Business Owners
          Small-business owners are increasingly being congratulated for their contributions to the economy. They create jobs, provide much-needed services, promote diversity and put money back into their communities. Yet, those same business owners often are so busy with their day-to-day pursuits that they neglect their own fin
        5. A comprehensive guide to small business insurance: Here’s how to safeguard your company
          Starting your own business requires a significant investment of both time and money. Millions of people continue to step up to the challenge with 33
        6. Four Ways the SECURE Act Impacts Your Retirement Planning Now
          Retirement and wealth planning have become more dynamic in recent years as Congress amends the rules on a regular basis. In the past couple of years, two significant tax code changes, each with major impacts on families strategic financial planning, were signed into law. The most recent change, the SECURE Act, was pass
        7. Life Insurance: What Business Owners Should Know
          It's important to insure yourself as well as your company It is said that a quality life insurance policy provides "certainty in an uncertain world."
        8. How Women’s Economic Power Is Reshaping The Consumer Market
          There are two parallel forces reshaping the consumer market: technology and women’s rising economic power. No doubt you’re paying close attention to technology (and rightly so), but how much time are you spending on the latter? My guess is not enough. Two of the biggest revolutions of the 20th century—women’s increased
        9. Simple steps to make doing good part of who you are
          Fostering a culture of doing good can help a company attract and retain employees. Here are some tips for making doing good a part of your company identity
        10. 4 Ways Conversational AI Improves Customer Experience
          In a race to secure their position in the competitive future, businesses embracing conversational AI can supercharge sales. Businesses that adopt