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        1. Financial Health Checklist for Small Business Owners
          At this point, many people are downright consumed with holiday shopping. And if you have a giant list of gifts to tackle, you may be resigning yourself to closing out the season with a pile of credit card debt.
        2. What to Ask Before Hiring a Financial Advisor
          What You Need to Know Before Hiring a Financial Advisor It's no secret the blogosphere tends to hold financial advisors in contempt. The money blog movement is steeped in DIY gumption that does not lend itself well to seeking outside help. Additionally, even though bloggers won't admit it, at some subconscious level th
        3. A Big Change Is Coming to 401(k)s in 2025. Here's What You Need to Know.
          Maximum allowable 401(k) contributions are going up in 2025. Here's how that will help you build wealth for the future
        4. A CPA's Guide to the New Later Tax-Filing Deadline
          April 15 has become synonymous with tax-filing day ... but not this year. Due to coronavirus concerns, the IRS has decided to give taxpayers until July 15 to safely complete their returns and file them. The announcement, made on March 20 via Twitter by Treasury Secretary Steven Mnuchin, doesn't have all the blanks fill
        5. 3 Customer Retention Strategies to Avoid Like the Plague
          Not all customer retention strategies are equally effective. Here are a few to avoid when building your customer base
        6. Customer Retention Optimization Strategies to Keep Customers Long-Term
          Your customers are your enterprise’s life’s blood. When you get a new customer, work to retain them and grow customer lifetime value. While the sales team will always be looking for new customers, retaining a current customer is far cheaper than finding a new customer to replace them. When you retain a customer, you’ve
        7. Four Common Misconceptions About Life Insurance
          Life insurance can be a way to provide those you love with a financial cushion after you're gone. Here are some of the common arguments against getting life insurance -- and why they're wrong
        8. Three Key Financial Management Strategies to Prioritize for Your Business
          Keeping your business’ finances on solid ground requires more than just maximizing sales and minimizing expenses. There’s a whole lot that goes on
        9. How Advisors Keep Families From Feuding In Estate Planning Meetings
          In popular culture, scheming family members often vie to inherit money from a rich relative. Tempers flare, fights break out and aggrieved plotters stew in anger. That level of drama rarely plays itself out in reality. Instead, advisors seek to bring families together to discuss estate planning in a calm, respectful ma
        10. Thinking of Starting a Business? Consider Buying One Instead
          Starting a business can be an enticing dream. It’s also notoriously difficult to come up with an original idea, find the right team and fund its