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1. Establishing a financial plan is a foundational
   Establishing a financial plan is a foundational step toward securing both present and future financial well-being. However, several persistent myths
2. One-time passcodes used to be the security shield
   One-time passcodes used to be the security shield guarding your accounts. Now, they're the new target for cunning scammers. One-time passcode fraud is
3. A comprehensive guide to small business insurance: Here’s how to safeguard your company
   Starting your own business requires a significant investment of both time and money. Millions of people continue to step up to the challenge with 33
4. How To Future-Proof Your Business For The New Capitalism
   With the effects of the novel coronavirus continuing to send shockwaves through the economy, business leaders are, rightfully, worried about the fate of their companies. Those companies that survive certainly will be looking for ways to better prepare for the future. And while most leaders will rightfully turn their at
5. Empty Shelves? You Can Still Give Great
   Empty Shelves? You Can Still Give Great Presents (and Save Money) The shortages are getting real:  a Deloitte report finds that 75% of
6. Growth Strategy: Adapting for Scale in the Current Business Climate
   Growth Strategy: Adapting for Scale in the Current Business Climate
7. Thanksgiving: A Good Time to Talk Estate Planning
   At large gatherings of friends and family, the rule is you don't talk about politics, religion, or personal finances. So, who wants to discuss estate planning at Thanksgiving? After all, it's a time to slow down and enjoy your family before the true holiday rush officially gets underway. 70% of Americans say that their
8. It’s IRA Season – Ensure Your Assets Are Optimally Invested
   Contributing to a traditional IRA or a Roth IRA by April 18 (or April 19 for Maine and Massachusetts residents) is your opportunity to cut your 2021 income taxes with a traditional IRA or get tax-free growth with a Roth, assuming you’re eligible.
9. Data Secure Apps Offer Bank Customers Peace of Mind
   Making mobile deposits. Checking account balances. Paying bills. Consumers have embraced online banking via their mobile banking apps. Yet one in five (21%) U.
10. 4 Simple Money Targets to Aim for in 2026 (And How to Hit Them), From a Financial Planner
    The start of a new year is a time to reset and focus on healthy habits, whether that means a new exercise routine or eating more healthily.