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    1. 8 High-Level Networking Opportunities To Grow Your Business
      Ready to scale up your business? Here are some expert networking suggestions to help you on your way
    2. Five Simple Year-End Tax Tips to Set Up a Successful 2024
      ’Tis the season to make New Year’s tax resolutions, but as I have seen many times in my 25 years as a financial adviser, it’s those who plan ahead
    3. 7 Ways to Continue Growing as Your Business Matures
      Company growth is the ultimate strategic challenge, and it gets harder as your business matures. Once your business is running and sustainable, you're
    4. Thinking of Refinancing Your Student Loans? 3 Important Questions to Ask Yourself First
      If you haven't already, you're probably going to start receiving offers from private companies offering to refinance your student loans. After all,
    5. Financial Stress Makes You Less Productive – 5 Steps To Strengthen Your Finances
      Workers are so stressed about their finances that it’s costing companies seven hours each week  in lost productivity.
    6. 3 401(k) Mistakes to Avoid During the COVID-19 Crisis
      Millions of Americans have already been impacted financially by COVID-19, and if you're one of them, that could change the way you plan and save for retirement. But the more careful you are with your 401(k), the less likely you'll be to make a mistake that hurts you in the long run. Here are three specific 401(k) moves
    7. Need Down Payment Assistance?
      Down Payment Assistance: Path to Homeownership. There are resources available to help you buy a home. We have five steps you can take to get started.
    8. Build Your Dream Home: 7 Tips for a Construction to Permanent Loan
      There is a loan that allows you to work with an architect and contractor to build your dream home. This financing option, called a Construction to Permanent Loan allows you the flexibility to afford building a new home while living in your current one. It works like this: you take out a loan to pay your builder. During
    9. 3 Asset Allocation Rules You Should Know by Heart
      The assets you accumulate in your lifetime can be used to benefit you in the near term as well as retirement, and knowing how to manage those assets will increase the likelihood of them serving you well. With that in mind, here are a few rules to stick to if your goal is to grow wealth successfully. 1. Don't invest mon
    10. Why You May Not Have as Much Saved for Retirement as You Think
      Broadly speaking, the retirement-savings situation among today's workers is bleak, even among those who are nearing retirement age.