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    1. Feeling Generous? Don’t Let Your Holiday Or Year-End Bonuses Land You In Hot Water
      In 2018, 38% of small business owners planned on giving holiday bonuses to their employees. If you fall under this statistic, your employees will thank you for it. But if your execution stinks, your business will not be so appreciative. Done legally and fairly, year-end or holiday bonuses are a great way to retain top
    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. Forget technology: Talent is the key to modernization
      Consider the CIO's laundry list: Migrating to the cloud, cybersecurity solutions, deploying the latest AI/ML technologies, UX/UI and agile. They're
    4. Four Common Misconceptions About Life Insurance
      Life insurance can be a way to provide those you love with a financial cushion after you're gone. Here are some of the common arguments against getting life insurance -- and why they're wrong
    5. Four Ways the SECURE Act Impacts Your Retirement Planning Now
      Retirement and wealth planning have become more dynamic in recent years as Congress amends the rules on a regular basis. In the past couple of years, two significant tax code changes, each with major impacts on families strategic financial planning, were signed into law. The most recent change, the SECURE Act, was pass
    6. How Coronavirus Will Change Talent Development Forever
      GettyWe all know how important learning is—it’s the key to keeping your talent skilled and engaged. Today, the rapid changes to the business landscape require deliberate, regular, ongoing learning. I call it treadmill learning because like on a treadmill, if you aren’t learning something new every day (taking a step fo
    7. How Small Businesses Can Attract In-Person Visitors Once More
      Research by McKinsey revealed that customers still crave a return to out-of-home activities, but online retail will continue to be their comfort zone. With vaccination availability increasing countrywide, owners—specifically small business owners—need to refocus their efforts on bringing shoppers back into stores. And
    8. How to build an emergency fund when you live paycheck to paycheck
      We all know that we’re supposed to be have an emergency fund equal to at least three months’ worth of expenses. Unfortunately, many of us are not in
    9. How to Build High-Performing Diverse Teams at Work
      A “more woke society” is calling for an end to discrimination in the workplace. Today, businesses are facing immense pressure to build diverse teams at work, with several high-profile organizations compelled to divulge their diversity and inclusion statistics. Besides being the right thing to do, cultivating diverse te
    10. How to Calculate Customer Lifetime Value
      To succeed as a subscription or recurring revenue enterprise, you need to adopt a customer-centered approach. Instead of focusing just on the acquisition of new business, you have to prioritize retaining and nurturing existing customers. This is because the digital transformation of business has greatly increased custo