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Business Wellness Check-in Thumbnail

Business Wellness Check-in

Doing a business wellness check on your small business is important because it helps you identify areas of strength and weakness in your business operations. By doing so, you can make informed decisions on how to improve your business, increase efficiency, and maximize profits. It also helps you stay up-to-date with changes in the market, competition, and customer needs.

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Tax Prep Checklist Thumbnail

Tax Prep Checklist

Whether you have been organizing your tax-related documents as you acquire them throughout the year, or you are in the midst of last-minute preparation, Advocate has provided an easy Tax Prep Checklist for your convenience.

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Financial Planning on Purpose Thumbnail

Financial Planning on Purpose

When creating a financial plan, it is important to start at the beginning. Start by deciding what matters to you and your family. This could be anything from financial freedom, travel, home ownership, flexibility with your work schedule, or even more time with your loved ones. This step of acknowledging what is most important to oneself may seem trivial, but most families neglect to do it. The following three reasons will expound on how this essential step can change your financial journey.

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