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1. Not All Inheritance Trusts Are Created Equally
   When it comes to inheritance, some clients are convinced that their parents have made proper arrangements on their behalf. Even when parents have used qualified lawyers and other advisors to do this, we always recommend “double checking” to make sure that any inheritance that might be received will be under an appropri
2. 5 Lessons Leaders Say They Are Taking Away From 2020
   In the hardest of times, some leaders learned valuable lessons that will see them into the future.gettyI received a holiday card this year that summed up 2020 perfectly. It read:“Well, that was weird.”For businesses, 2020 has indeed been like nothing we’d experienced before. We saw pandemic-related closures, a halt to
3. What to do if a tax document arrives after you file
   In early 2019, I thought all of my tax documents had arrived in the mail, so I sat down to file my taxes in early March. Everything looked great, so I
4. 10 Ways to Consistently Ace Customer Communication
   Over the years, we have seen an explosion of different communication channels. With this rise, the real challenge lies in choosing the right communication that suits your business. It is also important to look out for emerging trends in customer communication and start adapting to them. As businesses scale, it becomes
5. The truth behind America's labor shortage is we're not ready to rethink work
   Roughly 10 million Americans are unemployed, yet hiring slowed sharply in April as the US reopened. The labor-shortage trend has less to do with too few workers and more to do with rethinking labor. The pandemic and stimulus led Americans to reevaluate work - and demand higher pay for it. See more stories on Insider's
6. Missed Rents’ Impact on Real Estate
   By Niel Harmse & Bryan Reid of MSCI Real EstateLockdowns and social distancing have impacted many tenant businesses, resulting in an unprecedented number of requests for rental relief, stressing real estate rental income streams. For equity investors, income returns have weakened, despite softening asset values. Recent
7. Here's the checklist business owners should use when planning to reopen
   After nearly two months of disruption, businesses around the US are impatient to resume operations. In one survey, half of small businesses said they were actively working on a local re-opening plan. In a separate question, half also said they could re-open in less than a month after restrictions end. In order to reope
8. Holiday Labor Planning: Best Practices For Retailers Leveraging AI
   During their busiest time of the year, many retailers are turning to AI to help navigate labor planning and the shopping experience. Read on for tips on how AI is helping lay the groundwork for the holidays -- and the future
9. How to Improve Your 401(k)
   Investing for retirement is important, and 401(k)s offer some of the best benefits to entice workers to prioritize contributions. But what happens when your employer plan doesn’t give you the investment choices you want? That’s something Stephen M. has been grappling with.
10. 5 Small Business Financing Myths That Are Costing You Growth
    From SBA startup funds to leasing to carrying debt, here are some financial myths smart entrepreneurs avoid like the plague.