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If you believe in it, fund it!

Like Congress, if organizations devise good measures but don’t fund them appropriately, they waste their effort and add a few more pages to the company operating manual or HR policy binder, causing cynicism and wonder at “how stupid they can be.”

Why too many 401k choices can be a bad thing

Have you ever stood in a grocery store aisle, unsure which of a dozen brands of spaghetti sauce to buy? Americans are confronted with a similarly dizzying array of choices when it comes to mutual funds in their 401(k) plans.

How to prepare your finances for a new baby

As a new father, I know there is plenty to prepare for when expecting a child – from buying the right car seat to designing the nursery. It is also smart to prepare financially.

When it comes to tax decisions for startups, one size doesn't fit all

Choice of entity is one of the first key legal and tax decisions for a tech startup. A "one size fits all" mindset cannot dictate the approach when organizing an entity to meet business objectives.

How to get the most for your health care bucks

While we have a way to go to before health care prices are as transparent as prices for electronics, there are some resources that can help us make more educated decisions about how much we pay for care and who provides that care.

Top five mistakes to avoid when you need business funding

I have listened to hundreds of small business owners and entrepreneurs as they seek capital or operating leases to start or expand a business. There are a few common themes I hear repeatedly.

Brexit: Should Britain stay in the EU -- or should it go?

On June 23, voters in the United Kingdom will decide whether to continue their membership in the European Union At this point in time, it appears Britain will stay put, but there is an outside chance voters will decide differently.

Why investors need the sizzle and the steak

The financial markets today are more challenging than they have been in some time. We have many red herring indicators that are confusing to all of us as investors.

Celebrating 529 plans on National College Savings Day

As the school year begins to end for some and National College Savings Day (5/29) fast approaching, now may be an opportune time to start thinking about college – particularly 529 college savings plans.

The Fed and interest rates: What investors should know

There has been much chatter in the last few months since the Federal Reserve’s decision to raise interest rates in December. Economists and investors are keeping a watchful eye on the markets as the Fed decides its next move.

What millennials need to know about their money

In the wake of millennial generation boom, advisors are preparing for a shift in their client demographic and an understanding of how millennials view money and managing their wealth.

Is what happens on “Billions” myth or reality?

If you’ve seen the Showtime series Billions, you may have wondered how closely the show mirrors the real world of Wall Street power brokers.
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