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        1. 3 Reasons the Roth IRA Is the Best Retirement Savings Tool Out There
          When it comes to saving for retirement, you have choices. You can opt to participate in your employer's 401(k) plan or open an IRA through a bank or financial institution. And while IRAs have lower annual contribution limits than 401(k)s, they typically offer lower fees and a wider range of investment choices, making t
        2. Will Inflation Derail Your Retirement Plan?
          In 20-plus years, I’ve seen several situations where external factors and individual choices have threatened to derail clients' financial plans.
        3. Suggested Headlines:Real Estate Radar: Why
          Looking to buy your first home? Discover why Indianapolis is a top city for first-time homebuyers with affordable housing and a thriving economy.
        4. Before You Borrow: The Smart Small Business Owner’s Guide To Secured Vs. Unsecured Loans
          Whether you’re launching, expanding, or navigating a short-term crunch, knowing when to use a secured versus an unsecured loan can make all the difference.
        5. Essential financial Advice for Women Owned business
          Essential Financial Advice for Women-Owned Businesses to navigate to start or grow a business
        6. Customer Retention Strategies That Work in Uncertain Times
          Change is one of the few constants in life, especially in business. Enterprises that are able to adapt to change will be able to withstand not only the small fluctuations of everyday operations, but also sudden major disruptions. A global pandemic is but one possibility here; natural disasters and other crises may pull
        7. Do You Really Know What Your HSA Can Do for You?
          Over the past several years, health savings accounts (HSAs) have grown in both interest and popularity — so much so that there were $104 billion in
        8. 5 questions to ask at your first financial planning appointment
          Summary List PlacementAt your first financial planning appointment, it's a good idea to ask your financial planner about the total cost of their services (including any underlying fees in your portfolio) and how many clients they have. Ask about the plans they have to cover your needs if they leave the business, such a
        9. How To Find The Perfect Accountant For Your Business In 4 Simple Steps
          To ensure your business's books are up-to-date and accurate, consider hiring an accountant.gettyManaging your company’s books and finances is a crucial task that comes with a lot of pressure. Make one wrong turn and you could wind up dealing with tax issues, facing penalties, and losing money—yikes. To avoid accounting
        10. Remote work is here to stay. Are you ready to embrace the shift?
          Nearly two years into the pandemic, remote flexibility is more than a preference for many workers — it’s a central concern for them as they plan their