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1. 5 Steps to a Secure Retirement Plan for Business Owners
   When you're planning for how you'll manage your finances when you're retired you can't be hasty. Retirement planning is perhaps a multistep process, and it evolves with time. That being said, retirement planning for the service class and business owners is not the same. In most cases, the service class receives provide
2. 5 Steps to Creating a 3-5 Year Business Plan
   The pandemic has highlighted the importance of having a strategic business plan that you can turn to when the unexpected happens. How do you get
3. 5 Ways to Avoid Becoming a Victim of ATM Scams
   Card skimming fraud — which occurs when a criminal uses a skimmer device to swipe your bank card details from areas where you use your card for payment or to retrieve cash — was up 759% in the first half of 2022, with 20% of those skimming incidents occurring at a branch ATM, according to data from FICO.
4. 5 Ways to Scale and Grow a Business
   You took the first step and founded your business. Then, you were able to acquire some customers. However, do you know what you need to do in order to grow your business and be the market leader? The answer is simple. You have to have a scalable business model.
5. 5 Ways To Stay Connected With Customers During A Crisis
   The coronavirus pandemic has cast a cloud of uncertainty over the globe, cost millions of people their jobs and pushed the economy into a recession. But for most of the world, life goes on—albeit in a new and uncertain way. And although many consumers might not be making as many purchases, those relationships with bran
6. A 6-point leadership playbook to get through the coronavirus crisis
   David Demarest knows a thing or two about operating in high-pressure, high-stakes environments. Beginning in 1989, Demarest spent four years as White House Communications Director for President George H. W. Bush, working directly with the president and the Cabinet during a period that saw the dissolution of the Soviet
7. A Guide To Determine How Much To Save Each Month
   Most of us know it’s important to save, and understand saving money for the future is a critical action step to achieving goals, being able to retire, and building assets. But things quickly go from the very obvious to rather uncertain when you start talking about how much you need to save each month. Determining how m
8. A Midyear Legal Checkup For Small Business Owners
   Too often, entrepreneurs take a reactive approach to reviewing the legal aspects of their business. But that can lead to avoidable liability risks, missed opportunities, and a less-than-ideal tax scenario. When business owners adopt a “don’t fix it unless it’s broken” mindset, they may not recognize ways they can impro
9. Are You Really Prepared To Weather A Recession?
   In this Sept. 16, 2008 file photo, people work inside the Lehman Brothers headquarters in New York. Shoppers won’t be picking up little tables from the Bombay Company in the coming year. Or investing with Lehman Brothers and Bear Stearns. Or flying to Hawaii on Aloha Airlines. Or buying ultra-cheap tickets on Skybus ei
10. Benefits of Opening a Pre-Tax Retirement Plan
    Retirement plans and/or accounts can benefit your clients in many ways, especially if there is a need for them to reduce their tax liability. Clients who have seen their tax liability increase when filing their 2018 tax returns would be ideal people to start a conversation with. These individuals have seen their tax bi