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    1. Five Simple Year-End Tax Tips to Set Up a Successful 2024
      ’Tis the season to make New Year’s tax resolutions, but as I have seen many times in my 25 years as a financial adviser, it’s those who plan ahead
    2. 5 Ways to Squeeze Every Penny Out of Your 401(k)
      Used well throughout your career, your 401(k) plan can help you reach millionaire status by the time you retire. If you really put your mind to it and effort behind it, you might even be able to blow past that level. The thing is, though, that while the basic concept behind the 401(k) is simple, getting the absolute mo
    3. Build Your Dream Home: 7 Tips for a Construction to Permanent Loan
      There is a loan that allows you to work with an architect and contractor to build your dream home. This financing option, called a Construction to Permanent Loan allows you the flexibility to afford building a new home while living in your current one. It works like this: you take out a loan to pay your builder. During
    4. Why You May Not Have as Much Saved for Retirement as You Think
      Broadly speaking, the retirement-savings situation among today's workers is bleak, even among those who are nearing retirement age.
    5. 4 Rules for Going From Small to Big
      Thinking big isn’t enough. You need to plan and act big as well. This article offers some strategies on how to prepare your business for growth
    6. It's a chaotic world right now. Here's why that makes it the ideal time to start a business.
      With recession chatter and general market uncertainty, is 2025 a good time to start a business?
    7. Looking To Create Great Company Culture? Studies Show To Start With Your Office Space
      When it comes to growing and running a successful business, customer-facing aspects are widely-discussed in the business world – whether that’s how to optimize prospect targeting, enhance your product suite or facilitate a flawless customer experience. While customers are the economic drivers who keep your business afl
    8. The Impact Of The Virtual Work-From-Home Workforce
      While the pandemic imposed the WFH economy, it was going to happen anyway.gettyVirtual work-from-home (WFH) has become business as usual. Not even a year ago, working remotely was an opportunity for just a small percentage of the workforce. Then along came the COVID-19 pandemic, and that caused an instantaneous change.
    9. Old National Client Profile: Bell Ambulance expands, assists neighboring states with hurricane relief during busy year
      Old National Client Profile: Bell Ambulance expands, assists neighboring states with hurricane relief during busy year
    10. 5 Ways to Cut Costs in Your Business
      Trimming costs can be as important to your business as boosting revenue. Here are 5 tips to help improve your bottom line