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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. What You Need to Know About AI-Driven Scams
      What You Need to Know About AI-Driven Scams   The explosion of generative AI has made fraud more convincing than ever. From deepfake videos to
    3. The labor market is the strongest it's been since the pandemic started - and setting up a huge boost to America's most crucial economic engine
      Tumbling jobless claims signal the labor-market rebound is entering full swing as the US reopens. Improved hiring can boost consumer spending, which accounts for 70% of economic activity. Stimulus boosted retail sales higher in March, and a stronger labor market can lift spending further. See more stories on Insider's
    4. The supply chain is healing — but new signals hint inflation will stay high throughout 2022
      The US is probably past the worst of the supply-chain crisis, but full recovery is a long way away. "It's just that things aren't getting as bad as
    5. Reverse Estate Planning? There’s Such Thing, And It’s A Good Strategy For Some Families
      Most estate planning discussions assume assets flow in only one direction, from older generations to younger generations.
    6. Microfinance vs. Macrofinance: What's The Difference?
          Microfinance vs. Macrofinance: An Overview Microfinance and macrofinance represent two types of funding-related activities. The
    7. 3 Things Student Loan Borrowers Need to Know About Biden's 12 Month "On-Ramp" to Repayment
      Student loan payments have officially restarted after three-and-a-half years, as the COVID-19 payment and interest pause has come to an end. In an
    8. What Your Customers Really Think About Customer Service
      We know that customer service is important. It’s what differentiates your brand from your competitors and where customers decide to become authentic brand ambassadors. While we live and breathe interactions with customers every day, we sought out consumers to understand how perceptions and opinions about customer servi
    9. 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
    10. How Controlling Your Living Expenses Can Lead to Financial Freedom
      Many things in life are beyond our control, such as the cost of gas or groceries or when the repair guy will show up to fix the furnace. While it can