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        1. What information does an employer have to give regarding a 401(k) plan?
          Any employer who offers a 401(k) retirement plan is required to provide each plan participant, free of charge, copies of the summary plan description, the summary annual report, and an annual statement of the participant's account. In addition, every participant has the legal right to request, in writing, a host of oth
        2. What The Self-Employed Need To Learn From The PPP Loan Process
          2020 has been a year of many lessons. From social distancing to coloring our own hair, we have all had to learn to adapt in a pandemic-driven world. It has been a time of change, reflection and fear. For many self-employed individuals, the Covid-19 pandemic has provided an additional lesson:  education in the finances
        3. What You Need To Know About The New Tax Credit Meant To Help Businesses Of Practically Any Size Keep Employees On Payroll
          As COVID-19 continues to impact the United States, the federal government is taking action to ease the burden on taxpayers. Most recently, Congress passed a massive stimulus package that was signed into law by the President. The stimulus bill (also called the Coronavirus Aid, Relief, and Economic Security Act, or the C
        4. Why Business Model Innovation Could Be The Key To Getting Better Results
          By Christoph Zott, professor of entrepreneurship at IESE Business SchoolgettyThe pandemic has brought so much to a halt: travel, economic growth and pre-pandemic-style socializing, to name a few. Yet, the restrictions in place to protect public health need not limit business leaders’ imaginations. In fact, this is a pr
        5. Why Employee Engagement Is a Top Priority for CEOs in the First 90 Days of 2025
          The first three months of a new year offer businesses the opportunity to grow and thrive. Read on to find out why CEOs are prioritizing employee engagement to fuel that growth
        6. With inflation at a 41-year high, you should be asking for a raise — here's how to do it
          Inflation has hit a 41-year high, and many Americans fear price increases are outpacing wage growth. Common knowledge says to ask for a raise because
        7. What to Know About Mortgage Escrow Accounts
          When you finance your home with a mortgage, your lender will likely require you to maintain an escrow account. With this setup, a portion of your monthly mortgage payment is set aside to cover your annual property taxes and home insurance premiums.
        8. App Fraud is on the Rise: Here’s What ikConsumers Should Know to Protect Themselves
          Money transfer apps like Zelle have made our lives much easier – need to pay a friend your share of the dinner bill or send your sibling half of mom’s
        9. 4 Common Tax Planning Mistakes
          What errors do advisors often see—and how can you avoid them? What the Professionals Say About Tax Planning   We talked with two high-ranking
        10. Data Secure Apps Offer Bank Customers Peace of Mind
          Making mobile deposits. Checking account balances. Paying bills. Consumers have embraced online banking via their mobile banking apps. Yet one in five (21%) U.