Category: Practice Management

Understanding Credit Card Interest Charges

Credit card balances reached a record high of $1.03 trillion at the end of the second quarter of 2023. According to one survey, 33% of Americans believe it will take more than two years to pay off their credit card debt, which may not be surprising since as many as 14 million Americans have over $10,000 in credit card debt.

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Get Smarter About College

Everyone has heard the stories of young adults going into debt to pay for a college degree that won’t get them a job that pays enough to pay off that debt. Or parents who sacrificed retirement security to pay for their children’s higher education. As a new generation of parents plan for their children’s future college education, what are some of the most valuable lessons they can learn from the previous generation’s experience?

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Recruiting Gen Z Advisors

Every organization needs the vitality and fresh perspective of younger workers. They may be inexperienced, but they are an important link to a new generation of consumers and fill an essential gap created by a retiring generation of workers. The oldest members of Gen Z are now beginning to graduate college and may be an ideal resource for growing a forward-leaning investment advisory organization.

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What’s in a Name?

Naming a business or a new product is no easy task. The combination of the need to stand out amid a crowded competitive field and a dearth of obvious naming choices has required a new level of naming creativity.

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