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    1. 5 Strategies for 40-Somethings Who Are Way Behind on Retirement Savings
      There are a lot of scary retirement charts that tell you how much you should have saved for retirement. One commonly cited figure by Fidelity Investments says that by the time you're 40, you should have three times your annual income set aside. But let's face it: That number is laughably unrealistic for a lot of people
    2. How Secure 2.0 Helps Small Businesses Boost Retirement Benefits
      Nearly 75 percent of small businesses don't offer retirement plans to their workforce. The Secure 2.0 Act could change that. It's about to get easier
    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. 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
    8. 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
    9. 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
    10. How to help employees prepare for retirement
      Some of your employees may be supporting their grown children instead of saving for retirement. Yes, you read that right. According to a report by Merrill Lynch and Age Wave, U. S. parents spend $500 billion a year on their 18- to 34-year-old adult children – twice the amount they contribute to their retirement savings