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7 Financial Planning Tips for Small Business Owners

Running a small business involves juggling multiple responsibilities, and managing the business’s finances is one of the most crucial aspects. Proper financial management can be the difference between a thriving business and one that struggles to stay afloat. Here are seven essential financ …

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What to Do About Inflation’s Impact on Your Finances

By Craig Lemoine, Director of Consumer Investment Research   Suppose last year you went grocery shopping and filled your cart with $100 worth of items. This year, you went to the same store and bought the same items – this time, the bill rang up at $107.50.   The difference of $7.50 re …

Is it time to revisit your life insurance?

By Justin Haschke, CPA/PFS, CFP®   Who among us doesn’t think the life decisions we made a decade or two ago are due for a review? Just as you might be rethinking your wardrobe choices or music tastes from back then, it’s also important to take a second look at your life insurance.

Five Reasons Your IRA is Deflating, and What to Do About It

By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. …

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