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        1. 5 questions to ask at your first financial planning appointment
          Summary List PlacementAt your first financial planning appointment, it's a good idea to ask your financial planner about the total cost of their services (including any underlying fees in your portfolio) and how many clients they have. Ask about the plans they have to cover your needs if they leave the business, such a
        2. Three Ways Small Businesses Should Prepare For A Second COVID Shutdown
          With the COVID Delta variant on the rise and the CDC recommending mask-wearing again, small and medium-sized businesses (SMBs) should be preparing for a possible second wave of coronavirus and possible lockdowns. This week, the Centers for Disease Control (CDC) updated its guidance for fully vaccinated individuals. Cen
        3. 3 Ways Your Credit Card Protects You From Identity Theft
          Did you know that your credit card can help keep your identity from being stolen? Read on to find out how
        4. 3 biggest cyber risks from the Ukraine-Russia conflict
          The invasion of Ukraine by Russia is reason enough for all CISOs to place their teams at a heightened state of alert and readiness in the event of
        5. Employee Retention Strategies to Implement Right Now
          Few problems pose more of a threat to an organization’s long-term viability than high turnover. When a company can’t retain its best talent, it must constantly engage in hiring external talent, which can be extremely costly. . Without employee retention strategies, the constant talent churn will make it difficult for o
        6. How to encourage employee participation in preventative health
          When you invest in health benefits and preventative health programs, you're investing in your employees. Giving employees the resources and tools they need to improve their health, both mental and physical, can reduce immediate and future health care costs and lead to a more productive workforce. However, these prevent
        7. 6 tips on how businesses can weather unpredictable futures with limited resources
          Businesses have weathered various storms through out the last year due to the instability and changing markets caused by COVID-19. With limited
        8. This Is Not A Test: It’s Time To Digitize Your Demand Chain
          Digital transformation technology strategy, digitization and digitalization of business processes and data, optimize and automate operations, customer service management, internet and cloud computinggettyImagine boarding a flight to an exotic destination. You catch a glimpse of the cockpit and are surprised to see very
        9. Service Bundling Strategy – 7 Benefits for Your Small Business
          A service bundling strategy is a marketing tactic that involves offering multiple, complementary services as a package for a single price. You may wish to include other options in your packages such as information products or access via email or phone for questions to increase the value to the client. Usually the price
        10. 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