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1. Roth Option Will Improve Your Company 401K
   Many of your plan participants would greatly benefit from a Roth 401(K)  provision. From the perspective of the plan sponsor, it’s a no brainer. It should be available on every plan. And you can enhance your plan benefits without one single penny of additional cost to the company. Roth 401(k) provisions are grossly und
2. Time to Spring-Clean Your Finances: A Financial Professional's Four Steps to Tidy Them Up
   As we approach the midway point of the year, now’s a great time to reflect on your finances and ensure you’re making the most of your workplace benefits.
3. Why Business Model Innovation Could Be The Key To Getting Better Results
   By Christoph Zott, professor of entrepreneurship at IESE Business SchoolgettyThe pandemic has brought so much to a halt: travel, economic growth and pre-pandemic-style socializing, to name a few. Yet, the restrictions in place to protect public health need not limit business leaders’ imaginations. In fact, this is a pr
4. Why the Shortage of College-Educated Workers Could Hurt Small Businesses
   A new report points out the drop in workers with postsecondary credentials linked to in-demand skills.
5. Making a Charitable
   Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
6. Financial Tips for Your Adult Children
   As they get older, you want your kids to thrive on their own earnings, while building toward major expenses like a home purchase, raising their own children and retirement. How do you help them get there?
7. 5 Ways To Help Your Kids Avoid Student Loan Debt
   How can you help your kids avoid student loans, soul-crushing debt, and the decades of turmoil that are bound to come with it at this point? These tips from experts can help.
8. Debunking The Myths About Self-Directed IRAs
   Founder/CEO of Next Generation Trust Company, a trust company specializing in custodial & administrative services for Self-Directed
9. 10 Ways To Grow Your Small Business And Make It Attractive To Buyers
   Thinking of selling your business, either sooner or later? Consider taking these steps now to ensure that your business is attractive to future buyers
10. Five Signs It's Time to Retire in 2025
    Are you on the fence about retiring this year? Consider these signs to determine whether or not you're ready