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1. Succession Planning Strategies for the New Year
   With a new year on the horizon, it’s natural to start thinking about potential resolutions for 2020. Unfortunately, more than three-quarters of those resolutions won’t make it past February. While there may not be much harm in not reading as much as you intended or failing to prepare to run a marathon, the stakes are m
2. Three Ways Business Owners Can Evaluate Financial Risk
   Financial risk can come in many forms. It could be an outside party that gains access to your bank account or a lawsuit that could bankrupt your
3. What not to share when using AI for personal finance help
   As of early 2026, “more than 55% of Americans reported using AI to help with financial management decisions,” said CBS News.
4. The Unique Estate Planning Needs Of The Unmarried
   Estate planning discussions often give the impression that every senior in America is married with two or more kids.
5. 3 Things That Will Give Your Business A Better Chance Of Succeeding
   Success relies on more than just a handshake. Do you want your business idea to succeed? Of course. No one creates a new company, product, or service hoping that it fails. Despite your good intentions, you might be missing a few key things that could give your venture a better chance at long-term success.
6. 4 Things to Know: An Expert’s Guide to Preparing for Homeownership
   These days, it’s hard to keep up on interest rate news. That often means it can be tough to tell how a fluctuating market could play into your bigger plans, like buying a home.
7. Debunking The Myths About Self-Directed IRAs
   Founder/CEO of Next Generation Trust Company, a trust company specializing in custodial & administrative services for Self-Directed
8. How To Get Better At Talking About Money
   Male on phone outside working on his computer. Chase Chappell A recent study from Empower reports that 62% of people simply don’t talk about money.
9. Transforming Cash Flow Management: The Impact of Real-Time Data Analytics on Small Business Growth
   Practically every business needs to practice real-time data analytics to not just survive but thrive in the modern market. After all, information is
10. Why Financial Literacy Is Becoming a Business Skill, Not Just an Investor Skill
    As economic conditions become more complex, financial education is increasingly viewed as a practical business necessity rather than an optional area of knowledge.