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1. 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.
2. Selling a Business During the COVID-19 Pandemic: You Want to Sell, But Is It the Right Time?
   There is a popular saying about best laid plans often going astray. Business owners are experiencing firsthand the derailing of plans in this unprecedented and unpredictable 2020. Those with plans to market their business for sale this year are left particularly in a lurch. At a time when many industries are struggling
3. Should You Go Back to Work as a Retiree If Your Nest Egg Isn't Cutting It?
   After leaving the workforce, you'll have to start relying on savings and Social Security to support you. Unfortunately, you may discover these income
4. The Financial Plan: Top 5 Reasons you need a documented, living, accessible plan for your financial future
   Sure, most of us think about retirement and leverage or have leveraged a 401(k) and other investment options or high-level planning to help get us there.
5. What To Do With Excess Funds In Your Child’s 529 Plan—A Good Problem To Have
   What do you do with "extra" funds in your child's 529 Education Savings Plan after they've finished college, or gone in a different professional direction?
6. Addressing America’s Financial Literacy Crisis Begins at Home
   We’ve known for some time that many Americans struggle with understanding finances.
7. Financial education for employees is good for business
   Investing in financial education for your employees is a “win-win” solution that provide your company with a competitive edge. Here's why
8. An Estate Plan For Every Stage Of Life
   There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that estate planning is only a concern for retirees or those over age 55. Unfortunately, these misunderstandings can be incredibly harmful to your l
9. The 4 Biggest Credit Card Mistakes to Avoid in 2024
   People often have strong opinions for or against credit cards. Your experience largely depends on how you use them.
10. AI in hiring: How to weigh the tech’s benefits against its risks
    Karen Boyle, SHRM - SCP, is senior vice president, human resources at the Graham Company. The demand for a strong workforce along with the competitive