How Secure 2.0 Will Impact Employers’ Tax Situations

March 1, 2023 | 0 views

The Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022, otherwise known as SECURE 2.0, is a piece of legislation that focuses on how employers and their employees are able to save for retirement and how it impacts...

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Multigenerational College Planning with a Family Dynasty 529 Plan

March 1, 2023 | 0 views

The College Savings 529 plan offers a way for modest-income families to save and invest for college expenses for their children as early as birth up to college age. When invested 529 funds are used to pay for the beneficiary’s...

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7 Steps to Start a Business

March 1, 2023 | 0 views

The idea of starting your own business is inherently romantic, if not exhilarating: You get to run the show, flesh out your ideas and live your dream. But where do you begin? Here are seven smart steps to get you...

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Leveraging the Internet of Behavior (IoB) to Boost Customer Loyalty

March 1, 2023 | 0 views

Customer loyalty is critical to any successful business strategy in today's digital age. With emerging technologies such as the internet of things (IoT), companies are now leveraging a new approach called the internet of behavior (IoB) to gain deeper insights...

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Increasing Small Business Investments, Relaxing COVID Vaccination Requirements and Generating More Challenges to Abortion Access

March 1, 2023 | 0 views

Investing in Main Street Act of 2023 (HR 400) – Introduced by Rep. Judy Chu (D-CA) on Jan.20, this bill would permit certain financial institutions to increase investments in small business investment companies (SBICs). The current cap is 5 percent;...

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