Remove 2021 Remove Learning Remove Purchasing Remove Retirement
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What Is a Brokerage Account and Do You Need One?

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Tune in to this week’s episode of the rich & REGULAR podcast, and keep reading below to learn more about these investment accounts. Simply put, brokerage accounts are a way to purchase stocks, bonds, or other investment vehicles like exchange-traded funds and access them in one place. 0055) in interest (as of July 19, 2021).

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The Best Client Retention Strategies to Use Now

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Even a single survey question can help you learn if your clients’ needs are satisfactorily met. In fact, according to a 2021 Coresight Research survey, 43% of companies using a corporate gift strategy reported improved client loyalty, among other benefits. I recently experienced this with a camera purchase.

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The 2021 Productivityist Holiday Gift Guide

Productivityist

It’s a great read, sharing stories from David’s life and lessons he’s learned along the way. I had a chance to test drive the original Freewrite and decided to purchase the Freewrite Traveler because of its small footprint, portability, and e-ink display so that I can write without eye strain on my back deck.

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Business finance: The ultimate guide for non-finance people

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That trend continued in 2021, with only 34% of small businesses applying for bank loans. That’s why I’ve put together this beginner’s guide to business finance, so read on to learn the fundamentals of financing a business. Primarily, if your business venture fails, you’ll lose your entire retirement fund/401k. Why is that?

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