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June 18, 2018

Over the next 30 years, in what is anticipated to be the largest wealth transfer in American history, an estimated $30 trillion is expected to be passed from baby boomers to their children and grandchildren.

While the size of inheritances will vary, 53 percent of Americans between ages 25-70 who…


Communication with frontline workers essential to success

June 11, 2018

Most companies dedicate substantial time and energy to researching, planning and implementing communication strategies that build stronger relationships with their customers, but the most successful also dedicate an equally significant amount of energy to communicating with their employees.…


Smart business technology for smart business security

June 04, 2018

Whether a business has two employees or 2,000, the need to keep buildings, inventory and information safe is paramount.

According to a recent study by National Cyber Security Alliance, 50 percent of small businesses have experienced a cyber-attack and 60 percent of small and medium sized businesses…


A few thoughts about tax and life concerns

May 28, 2018

One of the frequent questions I get each tax season is, at what age do you stop having to file a tax return?

Tax returns are income-based, thus if you have enough income, you are required to file tax returns. Don’t confuse the age of 65 for Medicare and your full retirement age to draw Social…