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    1. Solo 401(k) vs. SEP: Which is Best for Biz Owners?
      Small business owners have several options to choose from when it comes to retirement planning. Traditional or Roth IRAs can provide a good start to saving for retirement, but successful business owners often need a plan that allows them to defer much larger amounts on an annual basis. SEP-IRAs were introduced as a way
    2. The Psychology of Spending in Retirement: Why You Might Hoard Instead of Enjoy
      Why is it so hard to enjoy the money you’ve saved for decades?
    3. 4 Things to Know: An Expert’s Guide to Preparing for Homeownership
      These days, it’s hard to keep up on interest rate news. That often means it can be tough to tell how a fluctuating market could play into your bigger plans, like buying a home.
    4. How To Use Your 401(k) Funds To Start A Business
      November is National Entrepreneur Month. With studies showing 30% of new businesses are started by people above the age of 50, you might be
    5. 4 Ways a Credit Limit Increase Can Help You
      If you have a credit card, you've probably noticed that you have a set credit limit. Your credit limit is determined by various factors such as your income, credit history, and credit score.
    6. 5 Steps to a Secure Retirement Plan for Business Owners
      When you're planning for how you'll manage your finances when you're retired you can't be hasty. Retirement planning is perhaps a multistep process, and it evolves with time. That being said, retirement planning for the service class and business owners is not the same. In most cases, the service class receives provide
    7. 5 Steps to Creating a 3-5 Year Business Plan
      The pandemic has highlighted the importance of having a strategic business plan that you can turn to when the unexpected happens. How do you get
    8. 5 Ways to Avoid Becoming a Victim of ATM Scams
      Card skimming fraud — which occurs when a criminal uses a skimmer device to swipe your bank card details from areas where you use your card for payment or to retrieve cash — was up 759% in the first half of 2022, with 20% of those skimming incidents occurring at a branch ATM, according to data from FICO.
    9. 5 Ways to Scale and Grow a Business
      You took the first step and founded your business. Then, you were able to acquire some customers. However, do you know what you need to do in order to grow your business and be the market leader? The answer is simple. You have to have a scalable business model.
    10. 5 Ways To Stay Connected With Customers During A Crisis
      The coronavirus pandemic has cast a cloud of uncertainty over the globe, cost millions of people their jobs and pushed the economy into a recession. But for most of the world, life goes on—albeit in a new and uncertain way. And although many consumers might not be making as many purchases, those relationships with bran