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Don’t Let Your Secrets Leave With Your Employees: How To Protect Your Trade Secrets When Team Members Depart

You depend on your employees to learn your business, your systems, and the inner workings that keep your business a step ahead of the competition. But how do you protect your business secrets when an employee leaves? Find out here…

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14 Ways to Show Your Finances Some Love This Year – Part 2

Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year. Read Part 2 of our series now for even more. Read more…

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3 Business Tax Mistakes to Avoid This Tax Season

As a small business owner, there are extra pieces of your tax filing puzzle you need to watch out for to make sure you’re not only following the law but also getting the most tax savings for your business. Read more here…

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14 Ways to Show Your Finances Some Love This Year – Part 1

February is the month of love – but there’s a different kind of love that deserves our attention: the love we show ourselves, our family, and our pocketbook through thoughtful financial planning. Read more…

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Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

Many assume that in the event of their untimely passing, their children will automatically be cared for and inherit their assets. However, the reality is far more complex and potentially unsettling.
Let’s unpack why relying on assumptions alone could leave your children’s future in uncertain hands…

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