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Planning Insights

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An elderly couple consults a financial advisor at a desk about making changes to their Medicare coverage.

Should I Change Medicare Coverage During Open Enrollment?

Annual open enrollment is an excellent time to assess your options and find the right fit. Open enrollment season for Medicare coverage, the best time to make changes to your coverage as needed, begins on October 15th and ends on December 7th.  Medicare coverage presents plenty of options for those in need, but knowing exactly how and what to change about your policy can be difficult to pinpoint.  That's why, in this article,...

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A business owner examining and adjusting cash flow reports to better prepare against unforeseen cash flow risks.

Mitigating Cash Flow Risks in Your Business

Learn how to identify cash flow risks and what your business can do to proactively prepare for the worst. Cash flow issues continue to plague the small businesses of America. No matter how solid your business plan may be, even the slightest inconvenience can quickly derail your growth trajectory and create expensive problems. The key to preventing these expensive (and often unnecessary) headaches is to solidify your cash flow management strategy in...

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A business owner meeting with an advisor about improving cash flow management.

Strategies for Improving Business Cash Flow

Businesses commonly fail due to cash flow problems. Learn how to stay proactive with accurate cash flow planning. Ah, cash flow. The lifeblood of any organization. Proper cash flow planning paves the way to business success, but how exactly do you go about striking that perfect balance between spending and selling? It’s certainly an important question that poses a huge challenge. According to a study conducted by Jessie Hagen, a former cash...

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Cash flow reports and charts lie on a desk underneath dollar bills.

How to Analyze Cash Flow Reports

Know exactly what resources you have at any given moment. Cash flow reports provide critical insights and information into a business's financial health. Entrepreneurs, business owners, investors, and working professionals use them to make important business decisions about properly utilizing company resources.  Cash flow analyses help these decision-makers answer important questions, time their business moves, and optimize cash flow to keep the business afloat. Ultimately, understanding how to properly analyze cash flow...

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