4 Tips on Being Upfront About Fees with Clients

Discussing—and justifying—the fees that a financial advisor charges can be one of the hardest discussions that advisors have with their clients. This is because advisors often fail to draw clear connections between the fees that they charge and the real value of the services that they provide. Advisors should be proactive in this discussion so […]

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To Be a Big Company Solve Big Problems

Entrepreneurs are problem solvers. The degree of success they can achieve is determined by two things: how big of a problem they are solving and if they are able to scale their solution. If you are going to launch a business, it is important to think in terms of problem and solution. The bigger the problem, […]

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Budgeting Your Business

6 Steps to a Better Business Budget Budgeting helps small businesses determine if they have enough money to fund operations, expand and generate income. Without a budget, a business runs the risk of spending money it doesn’t have, not spending enough to compete, or failing to build a solid emergency fund. These six tips can […]

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The High Cost of Crowdfunding

You’ve probably seen a crowdfunding campaign in one of your social media feeds or in the news. Crowdfunding is a way to bypass traditional lenders and funders and raise money from the public – through the collective efforts of friends, family, customers, investors and people who just want to help. There are dozens of crowdfunding […]

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Don’t Miss These Tax Deductions

Tax Deductions You May Be Missing By Mark P. Cussen, CFP®, CMFC, AFC When it comes to filing taxes, getting the best returns is not about skill – it’s about what you know. Unfortunately, many taxpayers miss out on deductions and credits simply because they just aren’t aware of them. Several of the most overlooked […]

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The 5 Biggest Challenges Our Startup Culture Must Overcome

It’s a pretty good time to be an entrepreneur. Startup funding is abundant. Stories of successful entrepreneurs make headlines on a daily basis. Technological innovation has opened the door to countless opportunities, and more free resources are available to prospective entrepreneurs than ever before. All in all, given the support of our capitalist values and the […]

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ARIZONA: Unemployment rate tumbled in January

Arizona employers made smaller job cuts in January than usual, helping send the state’s unemployment rate tumbling. Over the past year, Arizona has added more than 78,000 jobs, enough for 3 percent growth in that time. That is well ahead of the nation’s 1.9 percent growth rate in the past 12 months and closer to Arizona’s […]

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10 Mistakes to Avoid When Starting an Online Business

Starting an online business begins with filling a need and building credibility, but the factors that go into making your online business a smashing success don’t stop there. While the barriers for setting up a company are low, the majority of people starting an online business fail largely due to mistakes that seem obvious in […]

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The Top 10 Ways to Avoid an IRS or State Audit

This time of year, tax returns are on all of our minds. We may want to shop for a “bargain” by taking a write-off (or write-offs) that may be a little too aggressive or questionable. We may want to save the most we can and not pay Uncle Sam any more than we need to. But at the same […]

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