How to manage clients’ high expectations for retirement http://bit.ly/2vkA7kz
Blog
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How you can help reduce red tape for your firm
How you can help reduce red tape for your firm http://bit.ly/2UN4gbn
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Why some healthcare companies are betting big on blockchain
Why some healthcare companies are betting big on blockchain http://bit.ly/2Vsk9j7
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A solid password today keeps the hackers away
A solid password today keeps the hackers away http://bit.ly/2ZVPQ7B
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Don’t let a disaster defeat your nonprofit
Most not-for-profits are intensely focused on present needs, not the possibility that disaster will strike sometime in the distant future. But because a fire, flood or other natural or manmade disaster could strike at any time, the time to plan… Read More
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The simple truth about annual performance reviews
There are many ways for employers to conduct annual performance reviews. So many, in fact, that owners of small to midsize businesses may find the prospect of implementing a state-of-the-art review process overwhelming. The simple truth is that smaller companies… Read More
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IRS Adds New Requirement for EIN Applications
IRS Adds New Requirement for EIN Applications http://bit.ly/2JHmVi2
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Selling your home? Consider these tax implications
Spring and summer are the optimum seasons for selling a home. And interest rates are currently attractive, so buyers may be out in full force in your area. Freddie Mac reports that the average 30-year fixed mortgage rate was 4.14%… Read More
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Consider a Roth 401(k) plan — and make sure employees use it
Roth 401(k) accounts have been around for 13 years now. Studies show that more employers are offering them each year. A recent study by the Plan Sponsor Council of America (PSCA) found that Roth 401(k)s are now available at 70%… Read More
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Developing a fundraising plan that works
A not-for-profit can have many strengths — a prominent board of directors, dedicated volunteers, committed staff members and effective programs — and still struggle to meet fundraising goals. Often, such nonprofits lack a strategic fundraising plan. Here’s how to develop… Read More