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Articles   /  Finance and Money Matters

Of all the business lessons we learned in 2020, maybe the longest lasting will be that we don’t always have to be in the office to work efficiently. One place where businesses often lag in remote work is cash flow. Too many of the old processes rely on people being present or processing pieces of paper to collect money and make payments. If you haven’t already started to break from this tired tradition, now is the time to catch up before your competitors leave you behind.

Personal Finance   /  Retirement

The number one lesson we should all take after a long period of crisis is that anything can happen at any time. Your financial plan, therefore, should be prepared for any scenario. No matter your age or income, look at your immediate financial needs and long-range retirement plans to prepare them for a major disruption like a sudden loss of income or an unexpected major expense.

Articles   /  Managing Your Business

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.

Personal Finance   /  Managing Your Money

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.

Articles   /  Managing Your Business

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.

Personal Finance   /  Managing Your Money

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.

Fraud and Security   /  Safe Practices for Businesses

“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.