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July 26, 2024
5 Practical Steps to Build an Emergency Fund

Building and maintaining an emergency fund is a foundational piece of sound financial planning. Today’s world is unpredictable. The reality of important unexpected expenses can create significant financial stress. Here are 5 practical steps you can take to help build a financial safety net.

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July 11, 2024
Keep Sight of Personal Priorities

As a business owner, you can often lose sight of your personal priorities and goals as you invest the much-needed time and energy to grow and develop your company. Here are some ideas that might help you keep sight of your original hopes of achieving financial independence by owning your own business.

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July 8, 2024
Crafting a Rich Life in Retirement

To live a rich retirement life, begin with envisioning what brings you joy and fulfillment. From there you can use these strategies to maximize the assets you have. By focusing on what matters most to you, you can combine your financial goals with a plan that works to ensure that your retirement years are not just comfortable, but truly enriched with the beauty and depth of life’s experiences.

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June 26, 2024
In the Heat of Summer - Remember Your Resolutions?

Now is a good time to check-in and see how you’re really doing with your New Year’s resolutions. Here are some key issues that you might have thought about for your to-do list at the beginning of the year. But now the year is nearly half gone and those things are just as important now. You still have time to cross them off your list.

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June 15, 2024
Complex Waters of Aging Parents' Finances

Managing our own finances can be a challenge. But as your parents move into retirement and beyond, their financial landscape can become complicated. Here are some tips on how you can help guide them through this stage of life with confidence and peace of mind, ensuring their comfort and security in their golden years.

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June 3, 2024
Inflation: The Nemesis of Every Retiree

Even though the rising costs of goods and services can erode the purchasing power of your retirement savings, with proactive planning and smart strategies, its impact can be mitigated. Included are ideas for several areas of your finances that can possibly be adjusted.

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June 3, 2024
Empowering Financial Independence for Women

Women often face unique financial challenges and need to proactively plan by having a voice in their retirement needs. This article looks at four main financial challenges most women face as they approach retirement. Financial independence is not just about survival – it’s about thriving in every phase of life.

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May 17, 2024
Unlocking the Power of Deferred Compensation

Here is a strategic approach to retirement planning for today’s executives whose roles entail significant responsibility and compensation. Understanding Deferred Compensation with your financial advisor can help you strategize a plan with this powerful tool, offering executives an array of advantages in securing their financial future.

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May 12, 2024
Consumer-Driven Flavor & Color Innovations

Four trends have been identified as driving the 2024 innovation roadmap for the food and beverage industry. These trends reflect a changing global palate where consumers are more informed, connected, and expressive than ever before. These key trends can provide a peek into consumer-driven innovation to apply to a variety of businesses looking to update their brand.

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May 7, 2024
Getting the Most from Outside Consultants

While your business may benefit from the expertise and insight that an outside consultant can provide, without a focused selection process and procedures in place, it can be a waste of time and money. Here are a few tips for having reasonable and well-defined expectations at the outset.

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