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        1. Not All Inheritance Trusts Are Created Equally
          When it comes to inheritance, some clients are convinced that their parents have made proper arrangements on their behalf. Even when parents have used qualified lawyers and other advisors to do this, we always recommend “double checking” to make sure that any inheritance that might be received will be under an appropri
        2. 7 Smart Things to Do With Your Coronavirus Stimulus Check
          Whether you've already received your coronavirus stimulus check or are eagerly awaiting it, having a plan for the money is important. COVID-19 payments total up to $1,200 per adult and $500 per eligible dependent child, so many households are getting a large sum that could make a big difference in their finances. What
        3. Personal Financial Planning for Business Owners
          Personal financial planning isa critical aspect of managingyour finances when youown and operate a business.It involves creating acomprehensive
        4. 91% of HSA Participants Make This Glaring Mistake
          It's unfortunate that not everyone has access to a health savings account, or HSA, because these savings plans really offer a host of benefits. For
        5. No Summer Vacation This Year? What to Do with the Money You’ve Saved
          From spring through summer this year, we’ve seen travel get disrupted by COVID-19. Some countries have even banned international travel to help contain the virus. SEE MORE COVID-19: A Once-in-a-Lifetime Chance to Change Our Spending HabitsClients at my firm who began planning dream vacations many months ago have been a
        6. HSA Contribution Limit Rising Again for 2025
          New HSA contribution limits for 2025: What you need to know.
        7. 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.
        8. 5 Ways To Get More Cash Flowing Into Your Business
          Struggling to get customers to pay you? You’re not alone. A majority of small businesses around the world (61%) say they have problems with cash flow, and 32% can’t pay back vendors, make payments on loans, or pay themselves or make payroll because of cash-flow issues, according to “The State of Small Business Cash Flo
        9. Regenerative Agriculture Needs Right-Sized Solutions to Succeed
          Farm production in the U.S. is undergoing a renaissance of sorts, as private investment continues to show interest in practices that help farmers raise products in a sustainable manner.
        10. 5 Ways Your Home Can Boost Your Cash Flow
          There is one area where many retirees have a big advantage over their younger peers: access to a big, golden nest egg in the form of their home.