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    1. The Snowbird's Guide to Estate Planning: Protecting Your Legacy Across State Lines
      If you're planning to own or rent property in two states after you retire, here are some things to things to consider in your estate planning.
    2. 5 Financial Tips For Every Military Family
      Military members and their families face one-of-a-kind challenges, such as deployment to conflict zones, overseas assignments, and the constancy of
    3. 5 Budgeting Tips For Small Businesses In 2020
      Balancing your budget for 2020 starts now. As we approach the end of 2019, it’s time for us business owners to turn our attention to planning for 2020. Planning for any new year is a daunting task, since the future always holds uncertainty—but that’s especially true for 2020. The economy is booming, but tariffs, global
    4. Is Your Small Business Heading in the Right Direction? Here Are 5 Ways to Tell
      Five signs your business is in good shape. Running a small business can be tough, especially in the current uncertain economic climate.
    5. The Pandemic Has Hit Women Hard: 6 Tips to Bounce Back
      We see reminders of the problems with gender parity every day. The passing of Justice Ruth Bader Ginsberg brought women’s struggles over the years back to the forefront. I just wrote about RBG last month, but this topic is worth discussing during the pandemic. Let’s see how far we have come … and how far we still need
    6. 5 CFO tips for boosting tech ROI
      CFOs at the start of 2023 are holding a tight grip on technology spending as several risks beyond their control threaten profitability. Forecasts of
    7. 4 Steps To Turn Makeshift Digital Transformation Into Long-Term Success
      Co-authored with Nikolaus Obwegeser and Benjamin MüllerMakeshift digital home officegettyWhile many companies were reportedly undergoing some form of digital transformation before COVID-19, it seems they were not far enough along their journey to respond effectively. At the outset of the pandemic, companies scrambled t
    8. Implementing Robotic Technology to Reduce Operating Costs for Small Businesses
      As someone who runs or owns a small business, you understandably want to look for ways to keep costs down. Using various forms of robotic technology
    9. Three Smart Money Moves to Make This Fall
      It’s hard to believe that we’re heading toward fall already. Most of us have spent the summer unwinding and relaxing, so now it’s time to check in on
    10. When Does It Make Sense to Consolidate Debt with a HELOC?
      When does it make sense to consolidate debt with a HELOC? Things to consider before consolidating your debt with a HELOC