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• Know your account types
  There are two broad categories of plan types: qualified and non-qualified. Within these groups are a number of important accounts that can help you achieve your financial goals. Let’s take a quick look at each one.
• What’s Next For Small Businesses? 4 Trends And Predictions For 2021 And Beyond
  Four predictions for SMBs in 2021 - 2022 — trends that every small-to-medium-sized business needs to keep top of mind — followed by some concrete steps small business leaders can start taking now to thrive in the post-pandemic, Novel Economy.
• What You Need To Know About Required Minimum Distributions For IRAs In 2021
  Rules for RMDs changed a lot the last few years. Be sure you get them right in 2021.
• Small Business Owners: Here's What You Need to Keep, Here's What You Can Shred
  Each year a business generates a lot of paperwork that must be organized and saved. Make sure you know what to keep and what to shred.
• Good Debt Versus Bad Debt – Understanding The Gray Area
  Debt is due for a rebrand. So often when we hear about debt in the news, it’s within the context of “bad debt” – households in over their heads with credit card bills and interest payments; students working three jobs to chip away at college loans; house-poor millennials saddled with mortgage payments because they tried […]