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        1. 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
        2. 5 employment trends that will shape the workplace in 2023
          The workforce has been forced to consistently and quickly adapt to socio-economic shifts as a result of the pandemic. While the world as we know it
        3. 4 Employee Engagement Trends That Leaders Need To Know
          This article is first in a series focused on employee engagement. With rapid changes in technology, demographics and social norms/lifestyles, the workforce is changing at break neck speed. The workplace of today is definitely not that of just a few years ago, and one area that has changed most significantly is employee
        4. Five Ways Small Business Owners Plan Intelligently For Retirement
          Preparing financially for retirement can be complicated for anyone, but for small business owners the process often poses even more challenges. Teachers, police officers, firefighters and other government employees generally receive a pension. The corporate world can offer benefit plans or matching contributions. But e
        5. What to Look For in a Business Banking Account
          If you’ve recently started a small business, welcome to the club! It’s a club that’s gotten a lot bigger recently: A record 5.4 million new business
        6. How to help employees who are caregivers during the COVID-19 crisis
          In the midst of the novel coronavirus (COVID-19) pandemic, employers scramble to set up and manage remote operations while they adjust to an ever-changing business climate. Their employees are scrambling, too, as they make arrangements to blend work from home with family responsibilities and other family members whose
        7. How to Prepare for a Bidding War When Buying a
          Discover expert insights to navigate sellers' markets with ease. Michael Bartels, a seasoned mortgage professional, shares invaluable tips to secure your dream home. From pre-qualification to negotiation strategies, learn how to stand out in competitive bidding wars.
        8. How Will Senior Living Providers Capture the Middle Market?
          The largest wave of Baby Boomers is beginning to hit the age in which senior living becomes a factor for their near- and long-term lifestyles. In less than a decade, every Boomer will be 65 or older, which means there’s going to be a major demand for a spectrum of senior living offerings. Unlike previous generations, B
        9. Moms Are Less Likely To Return To The Workforce Post-Covid; Here’s How Employers Can Help
          We’ve seen the stats more than a dozen times, but it bears reminding that nearly 1.1 million women dropped out of the workforce between February 2020 and March 2021.
        10. 6 Virtual Team Statistics You Should Know
          Today’s organizations are rapidly shifting toward the use of virtual teams to deal with their biggest challenges. Thanks to a variety of communications technologies and tools, companies can expand their talent search to a global scale, which allows them to build diverse and specialized teams with the flexibility to be