Insights

Commercial Insights

Automating Your Payment Processing – What’s Holding Your Business Back?

by Nick Witthuhn

Commercial Insights

Optimizing Cash Flow Through Payment Solutions

by Roberto Salinas

Fraud Prevention

Stay Safe While Holiday Shopping: 7 Essential Tips to Avoid Scams

Your Financial Life

To spend or to save? Strategies for using your tax refund or economic impact payment

Fraud Prevention

Scammers Prey on Emotions – Tips for Protecting Your Financial Information

Financial Planning Insights

Building a Plan to Handle Uncertain Times

by Joe Maier

Financial Planning Insights

March 26, 2020

Protecting and Enhancing Your Plan

by Joe Maier

Financial Planning Insights

What You're Feeling Is Normal, Biological and Curable: Loss Aversion, Regret Aversion and Herd Mentality

by Joe Maier

Financial Planning Insights

March 25, 2020

This Is Why We Plan

by Joe Maier

Financial Planning Insights

Options for Your Retirement Plan if Your Employer Is Acquired