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1. Reverse Estate Planning? There’s Such Thing, And It’s A Good Strategy For Some Families
   Most estate planning discussions assume assets flow in only one direction, from older generations to younger generations.
2. Microfinance vs. Macrofinance: What's The Difference?
       Microfinance vs. Macrofinance: An Overview Microfinance and macrofinance represent two types of funding-related activities. The
3. How To Future-Proof Your Business For The New Capitalism
   With the effects of the novel coronavirus continuing to send shockwaves through the economy, business leaders are, rightfully, worried about the fate of their companies. Those companies that survive certainly will be looking for ways to better prepare for the future. And while most leaders will rightfully turn their at
4. 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
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. 5 Surprising Ways Rewards Credit Cards Are Improving My Personal Finances
   Sometimes people are concerned about getting started with rewards credit cards because they don't want to overspend or hurt their credit.
7. 7 Sources of Retirement Income You Probably Haven't Considered Yet
   There are some things you should do well before you retire, and an important one is this: Figure out your sources of retirement income. After all,
8. Phone Scams: 5 You Need to Beware Of Now
   AI is driving the spike in phone scams with one out of every four calls flagged as unknown ultimately determined to be "unwanted," or spam, a new
9. Reluctant to retire? 3 signs you're ready
   Many people don’t have much choice about when they retire. Illness, job loss or caretaking responsibilities push them out of the labor force, ready or
10. 1834 Wealth Management: Trump 2.0 and What We Are Watching
    By 1834, a division of Old National Bank   President Trump’s agenda for a second term could bring substantial changes. The labor market,