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  • Refresh Your Business Plan Post-pandemic

    Your business has survived a major crisis, and you’re ready to quit surviving and get back to thriving. First, though, you should do a thorough analysis of your business and financial plans. Now that you’ve experienced what could be a worst-case scenario, the timing is perfect. These are the lessons you can take from hard times to strengthen your business.

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  • Choosing Cards that Put You in Control

    Even as the world edges back toward “business as usual,” people continue to rely heavily on doing business digitally – with online shopping, delivery, curbside pick up, and alternative points of sale. The dominant payment form for all this activity? Cards. The challenge is to keep tabs on all the credit, debit and purchasing card activity that happens on a daily basis. Security features become very important, not just for reconciling accounts, but for preventing fraud. To mitigate your risk, here’s what to look for in the cards you use.

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  • Divorce: The Financial Plan No One Wants to Make

    Divorce is one of the most stressful occurrences in a person’s life and the lives of their family members. While we pray no one ever has to go through a divorce, there is a resource that will provide careful planning and mitigate some of this stress and take the uncertainty out of the financial aspects. A Certified Divorce Financial Analyst (CDFA®) can provide the analysis necessary to ensure that a couple’s divorce is equitable for both parties. An “equitable” divorce doesn’t necessarily mean an “equal” one.

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  • Powerful Benefits for Health and Wealth

    Employer-sponsored health insurance is a highly valuable benefit to employees. For many Americans, it’s a necessity. But when employees add up their portion of the premiums plus deductibles and coinsurance, the total can put a significant dent in their household budget. Worries about paying for healthcare can lead to stress, which, as we know, is not good for health. Among the ways employers can help is to offer tax-advantaged healthcare accounts, which help employees offset the burden of these costs.

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  • Keys to Early Financial Planning

    You’re just starting out. You spent a long time in school preparing for this moment. This may be the first time you’ve had a good amount of money left over after paying your bills, and you hope it only goes up from here. Where do you start in building a smart financial plan? Here are the basics.

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  • Insurance 101: When you’re young, you still need a safety net

    One piece of adulthood that can feel daunting is insurance. What kind and how much does a 20-30-something need? Asking a professional to help you “shop” is great first step, and here’s a summary of the types of coverage to consider.

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  • Business Email Compromise: A Big Problem

    “Business Email Compromise” (or BEC), is becoming an all too common scam executed by cyber thieves and can result in significant financial loss for a business.

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