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        2,196 results found

        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. Financial Advice I Would Give My Younger Self – Planning for Education Funding
          At the end of most lectures I give, the moderator usually asks, "What else should our audience know?"
        3. 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
        4. 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
        5. How To Keep Your Culture Strong During Growth
          Culture is a significant determinant of company success, and yet it’s a slippery thing to define. That’s why public examples of well-defined cultures, such as the famous 2009 125-slide deck from Netflix, called “one of the most important documents ever to come out of Silicon Valley” are highly prized. Culture can shift
        6. Why Transferring Control Of Finances Is Essential For Older Relatives: Three Things To Do Now
          When my Dad started to descend into the abyss of dementia, I discussed with my three brothers what
        7. 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
        8. 7 Trends Small Business Owners Can Embrace To Excel In 2023
          Make the new year an opportunity for growth and fulfillment, even during one of the most challenging eras for small business owners. Alykhan Jetha
        9. 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
        10. The Financial Plan: Top 5 Reasons you need a documented, living, accessible plan for your financial future
          Sure, most of us think about retirement and leverage or have leveraged a 401(k) and other investment options or high-level planning to help get us there.