Planning
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Strategies for profitable seasonal transitions — Management One Inventory Planning
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All retailers focus on the rush of the peak season –  the holidays, back-to-school, or the summer sales. But what about those quieter in-between months, ...

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A Planning Webinar for Advent (Recording & Summary) — A Sanctified Art
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On October 29, 2024, we hosted an Advent Planning Webinar for anyone using (or interesting in using) our Advent series, Words for the Beginning: Advent ...

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Navigating Success: Tax Planning Strategies for Small Businesses
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Welcome to the blog of Gary M. Kaplan, C.P.A., P.A., where we strive to empower businesses with knowledge and strategies to optimize their ...

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Why Planning is Key to Project Management Success
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Let’s look at the topic of planning, and why it is key to Project Management and the success of a Project. A quote from Brian Tracy, a self-development ...

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IUL Retirement Dynamic Income Planning that’s Tax Free
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Podcast: Play in new window | Download Indexed universal life insurance has unique features that make it resilient when change becomes necessary. And a ...

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5 Year-End Financial Planning Tips
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The end of the year flies by. One day, you’re eating turkey and pecan pie and taking a well-deserved nap. Next thing you know (or so it seems), you’re ...

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4 Tips for Planning for Financial Emergencies
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We don’t always know when the unexpected will happen. That doesn’t mean we can’t plan for it though.In fact, one of the best things you can do for your ...

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Our Estate Planning Experience [Why we set up a trust]
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(This page may contain affiliate links and we may earn fees from qualifying purchases at no additional cost to you. See our Disclosure for more info.)   ...

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7 Frugal Meal Planning Ideas to Save Time and Money
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Budgeting for groceries can be a challenge, especially when you’re trying to provide healthy frugal meal planning ideas for your family. Whether you’re a ...

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What is Comprehensive Financial Planning?
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Image Source: 123rf.com Are you familiar with the idea of comprehensive financial planning? It goes beyond just saving money or paying off debt. This ...

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