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Do I Need an Estate Plan?

Success

Understanding why you’re creating one and the documents you must include for your situation can make the process easier. The other purpose of a will, and in some cases, a trust, is to designate guardianship of your minor children or other people you are legally responsible for. I’m not rich; do I really need an estate plan?

Medical 225
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How to Choose a Financial Adviser

Success

It can make the process of choosing a financial adviser easier and allow you to make better decisions. Financial advisers can help you with much more than investing topics, including debt management and retirement plans. Most robo-advisors are designed to help people invest for long-term goals like retirement.

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How Do You Survive When Your Business Isn’t Profitable at the Start?

Success

Because this can be an emotional process, I suggest using a technique called reverse budgeting to make it easier. You figure out how much you will need to cover all your personal expenses, including bills, retirement savings and the like. You should consult your own tax, legal, and accounting advisors.

Budget 279
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The Best Client Retention Strategies to Use Now

Success

In both cases, your teams may rely on “the fine print” to cover your company legally from overpromising. Make clients part of the process by soliciting feedback. They take another offer, change their lives around or, sometimes, they simply retire. It will draw new clients as well. It often ends there! You will lose a client.

Gifts 278
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SURROUND yourself with a team of experts to make you and your organization SHINE!

Office Dynamics

Truth be told, I had no intention when I first returned to the workforce after being a stay-at-home mom of working for the rest of my life or until heaven forbid, retirement. Procurement and Legal. One of the tasks that I liked best as a meeting planner was the site selection/research process. Site Selection.

Suppliers 226
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Crypto’s creep into the workplace is creating concerns

BMT Office Administration

Cryptocurrencies aren’t legal tender. In fact, the process is much more arduous. State payday laws, on the other hand, do require employees to be paid in legal tender; they can’t be paid with script, tokens, or similar media. This hasn’t stopped employees from wanting to be paid in crypto. Paying wages in crypto.

Legal 52
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7 Ways to Manage your Superannuation Claims

Small Business CEO

Superannuation claims are a large part of the pension and retirement industry. You need to know how to get your claim processed, who to talk to, and how long it takes to process the claim. The seven steps below can be used at any time if you believe you are owed retirement benefits, death benefits, or a payout.