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    1. Understanding AI’s customer service opportunities
      Artificial intelligence is swiftly becoming an action item for executives, especially as the technology continues to see rapid advancement.  In a
    2. Why Every Small Business Needs a Professional Website: A Simple Guide to Boosting Your Online Presence
      Does your business have a website? If not, here are three reasons to consider hire a professional web design service to create one for you
    3. You Could Be Denied a Mortgage Even With Perfect Finances. Here's Why
      If you have great credit and a solid income, you may assume you'll definitely be able to get the mortgage you need to buy a home.
    4. A
      Having a plan is generally a smart idea. If you’re going on a road trip, for example, you plan by figuring out a route, deciding where you’ll stay,
    5. Have an HSA? Here's Why You Shouldn't Tap It Just Yet.
      Saving in an HSA, or health savings account, is a great way to help ensure that you'll have money on hand when healthcare expenses arise. But
    6. Minimizing Taxes When You Inherit Money
      Illustration by Cha Pornea Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying
    7. Three Replacements for Stretch IRAs
      The elimination of the Stretch IRA is a game changer, especially for parents who were considering bequeathing savings in IRAs to their kids. "For a lot of people, the bulk of their wealth has been established in their IRAs," said Michael Repak, vice president and senior estate planner with Janney Montgomery Scott. "Thi
    8. How to Make an Impact With Qualified Charitable Distributions
      Helping others is a noble aspiration, and it doesn’t need to be confined to your estate plan for after you pass away. Giving during your lifetime can
    9. What Happens to Your Retirement Plan When You Switch Jobs
      When switching jobs, there are a number of considerations for what to do with the money in your previous retirement plan.
    10. 10 Investing Tips From Peter Lynch That You Shouldn't Ignore
      Peter Lynch is a legend in the mutual fund industry. The fund he managed -- Fidelity Magellan (NASDAQMUTFUND: FMAGX) -- generated returns of approximately 29% annually from 1977 to 1990, creating fortunes for investors along the way. Yet Lynch's greatest contributions to individual investors may, in fact, be his timele