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        1. How Inflation Is Impacting Retirees in 2025
          Inflation isn't going away any time soon, which can take a toll on retirees. This article explores why inflation is sticking around and how you can cope with its effects
        2. 5 Keys To Retaining Millennial Employees, The ‘Job-Hopper’ Generation
          Millennials (born 1980-2000) can get a bad wrap for being unloyal. In fact, half of Millennials are actively seeking a new job, or are ready to make a change. This characteristic has historically given off the perception that they aren’t committed to their work. It’s quite the contrary. First of all, their job hopping
        3. 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
        4. Dispelling Five Common Payment Recovery Myths
          With customer acquisition costs rising, more subscription-focused businesses are searching for ways to improve customer retention and extend lifetime value. One solution is to reduce involuntary churn caused by failed payments.
        5. Retirement Realities
          Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time.
        6. Is this the right time to sell your business?
          After a challenging year, many business owners are calling it quits in 2021, but not for the reasons you may think. A surging economy, the prospect
        7. 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
        8. 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
        9. Healthcare Cybersecurity Tips to Help Protect Your Data
          Cybercrime is on the rise, and healthcare is becoming a primary target as per recent news. What is accounted as cybercrime at a medical practice? Anything from a hacker stealing protected health information for medical identity theft to a staff member viewing patient records without prior authorization. You’ll need hea
        10. Bucket Budgeting: An Easy Way To Manage Cash Flow
          Like dieting or exercise, budgeting requires consistency to produce results. But budgeting can be difficult to make into a habit, as it can feel