Search Results
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We Are All Fools—It’s Called Being Human
This April Fool’s Day, beware of mental tricks like loss aversion, regret aversion, and herd behavior. Joe Maier, JD, shares tips in this week’s Wealth Insights column to help you avoid these pitfalls and keep your emotions in check.
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Optimizing Cash Flow Through Payment Solutions
It is amazing what technology has done for businesses of all sizes. Automation for efficiency, accuracy and timeliness can take repetitive work out of your accounting team’s hands and provide the control business finance managers require. Payment systems from credit card processing, purchasing card programs, and other payment services can be integrated into most ERP and accounting software systems. Let’s take a look at what is happening in payments.
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Don’t try to avoid all emotions. Lean into the right ones.
You have probably seen articles in the financial press recently about the danger of making “emotional” decisions during the current economic crisis. This theme crops up anytime we have a period of economic uncertainty, as writers weigh in on how investors can avoid making decisions that run contrary to their long-term best interests.
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Key Factors in Choosing the Right Investment Advisor
Finding an investment advisor who is right for you is a critical financial decision, and it can be complicated.
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Employer Efforts to Increase 401(k) Participation
A 401(k) plan is a powerful retirement savings vehicle for employees and also an important employee benefit that serves as a recruitment and retention tool for employers.
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The Best Ways to Save for College: A Parent’s Guide
Explore the best ways to save for college with our guide. Understand college-saving tools and tips, along with a chart that breaks down savings by age.
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Are you saving enough for retirement?
Here's good news for pilots who are retired or near retirement: we're living longer and are staying healthier than previous generations.
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Starting a Family? Here’s the Financial Checklist Every New Parent Needs
Discover essential tips with our financial checklist for new parents, designed to help you manage your finances effectively as you welcome your little one into the family.
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Finding Your “Why” In Retirement (and How to Pay for It)
Discover how to find purpose in retirement with our insightful guide. Learn how to navigate this exciting new chapter and understand what to expect.
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Fiduciary Governance: Going Beyond the Regulations in Retirement Plan Strategy
A truly excellent retirement plan benefits both employees and employer. Regulatory compliance is the baseline of excellence—not the finish line. In this series on “going beyond the regulations,” we cover best practices across six areas to look out for.