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  • Why You Should Apply for PPP Forgiveness Now

    Early in the process, the advice was to wait on forgiveness. The program rules were changing often, and experts believed they would get easier for businesses that took smaller loans. That turned out to be true. Now there’s no more reason to wait. For anyone who received a first-round PPP loan, it’s time to apply for forgiveness so you don’t have to pay it back. Here’s why.

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  • How to Keep Cool in a Hot Mortgage Market

    It’s hot out there in the housing market. Buyers outnumber sellers, and many are making cash offers, sometimes even above the asking price--and prices are skyrocketing. The National Association of Realtors (NAR) data shows house prices are rising at the fastest pace since 2006. As a prospective buyer, how can you keep a cool head and succeed in this harried housing pursuit?

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  • Child Tax Credits: Why are we getting advance payments?

    The new child tax credit payments are here. Did you know they're actually an advance on the normal child tax credit you claim on your tax return? Are you getting one? Do you want to decline the advance payments? Here's what you need to know.

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  • Password Management

    If you do any amount of business online or through mobile apps, you’re familiar with password protection. It can be pesky, but passwords are part of life, and they’re absolutely critical for keeping your private information secure. The “old” way of keeping track on a post-it note or a document on your computer was never really secure. Here's our advice for managing and remembering all those complex passwords.

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  • How and Why to Make eCommerce a Permanent Part of Your Business

    eCommerce and contactless payments were a lifeline for many businesses in 2020. Now they can become a permanent part of the revenue stream to help your company grow. Choose the right tool to help you manage day-to-day digital sales and take full advantage of the opportunities they can provide.

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  • Rebuild Your Financial Plan Post-Crisis with Diversification

    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.

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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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