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    1. Immediate vs. Deferred Annuities: What’s the difference?
      Despite not being as well-known as some other retirement tools, annuities account for 6% of all assets earmarked for retirement. Despite not being as well-known as some other retirement tools, annuities account
    2. 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
    3. Why Hospitals Without Robust Revenue Cycle Support are Losing Millions
      A frequent knock on electronic health records (EHRs) has been that they’re just glorified billing systems that fail to provide enough clinical
    4. 3 Reasons You Might Not Want To Pay Off Your Mortgage Early
      It certainly seems like a smart idea to pay off your mortgage early.
    5. How To Choose A Tax Professional
      Couple preparing an income tax return.gettyYour tax return may be so simple you don’t need professional help—until the year that it isn’t. Tax year 2020 is that year for many taxpayers. Covid-related tax relief, work from home considerations, and taxable unemployment are all adding complexity to what used to be the mos
    6. 5 Ways The CARES Act Impacts Retirement Planning
      In response to the halting U. S. economy, set off by the coronavirus pandemic, the federal government has passed a massive emergency funding bill to protect and support American businesses, hospitals and individuals. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a far-reaching bill with over 1,0
    7. A financial planner shares 4 classic pieces of budgeting advice that aren't as smart as they seem
      Here is some of the worst budgeting advice I've seen, and what I suggest instead.
    8. How To Handle Your Small Business Finances The Right Way
      When you are running a small business, the state of your finances should always be a critical concern. It's important that you think about how much money you are spending on your business model, particularly in comparison directly with your revenue stream. If you end up in a financially dire situation with your small b
    9. An Oasis in a ‘Banking Desert’
      What happens in a “banking desert”? Defined as an area lacking traditional financial services, sometimes without a banking center located in a
    10. School’s Out for Summer … But Tuition Is Back in the Fall
      I can only imagine the enthusiasm of students and teachers who will finally able to be back in a classroom and learning in person as schools and campuses around the country start coming back to life this fall.