Love Your Job? Most Don’t. Here’s Why.

Do you love your job? Do you love it so much you would not leave your employer for any reason? If so, you are in the minority. According to a recent survey by Yoh, only 28% of employees say they love their job with a loyalty so strong they would not leave under any circumstance. However, at the opposite end of the spectrum, Yoh reports that 1 in 7 employees (14%) would like to leave their current job for a new one in the next 12 months. ... Read More

Tax planning for the soon-to-be retiree

Retirement can be a daunting topic—the idea of not receiving a paycheck anymore and starting to spend down your life savings can cause fear and anxiety. However, what if I told you that not receiving a steady paycheck is the best thing to happen to your tax planning options? ... Read More

Knowledge is confidence when making financial decisions

What financial decision have you avoided because you don’t know what to do? Maybe you’re hesitant to invest, intimidated by the intricacies of the market. Or you’ve delayed saving for retirement, uncertain of where to begin? You’re not alone. Across the nation, there exists a pervasive gap in financial confidence—a gap that hinders individuals from managing their finances confidently.... Read More

Medicare surcharge for high income earners

Medicare is the health insurance program offered by the U.S. government to citizens aged 65 and older who are eligible based on their Social Security earnings record or their spouse's eligible earnings record. Medicare Part A, referred to as hospital insurance, is typically free. Medicare Parts B and D, which cover medical services and prescription drugs, come at a cost. ... Read More

Consumers should not be on the hook for the mistakes of utility companies

Let us describe an issue with a business operating in our community. They provide a service that you pay for monthly. A few months ago, they upgraded their interface system, which made the service more expensive. Since that change, customers have experienced issues such as their monthly bills withdrawn ten times from their bank account, and waiting months for the refund.... Read More

Helping Indiana’s tech ecosystem thrive is a group effort

The Indiana tech scene has gained traction over the last decade, earning national accolades and recognition, but ensuring its future success requires a continued, strategic team effort from the entire community. Maintaining—and growing—Indiana’s thriving tech industry will require every player in the ecosystem putting in the work to keep Indianapolis and the state as a whole topping lists, attracting talent and generating dollars.... Read More

Meeting the challenges of rural economic development

The Site Selection magazine headline recently summed it up: “When Being Small Is a Big Advantage.” Over the past four or so years, rural America has experienced an unexpected and remarkable growth trend. As the magazine noted, “record inflation, remote working, rising big-city crime, and lifestyle changes are prompting Americans to relocate from large urban cores.”... Read More

Business growth: Embrace automation

Up to 45% of the manufacturing workforce, 37% of retail workers, 25% of the workforce in hospitality, and 10% of the education workforce could be displaced by automation/artificial intelligence in the next six years, according to the McKinsey Global Institute.... Read More

First quarter market update

As the first quarter ends and March Madness brackets are inevitably busted, let's take a quick look at how the economy and markets have performed to start the year and what could be on the horizon for 2024.... Read More

Looking for new donors or customers?

Organizations often ask about how they can attract new customers or donors and ensure success in their sales or development programs. While trying to assess their opportunities, my first questions will normally surround their donor or customer retention rate, database management, and recognition or acknowledgment program. ... Read More

Wealth and well-being: Your roadmap to a holistic wealth strategy

Holistic wealth planning is a comprehensive approach to financial planning that takes into account all aspects of an individual's financial life, including investments, taxes, estate planning, retirement planning, risk management, and philanthropy. When it comes to selling a company, having a comprehensive and coordinated plan can play a crucial role in reducing emotional concerns and providing comfort throughout the process. ... Read More

There is a growing number of women veterans facing homelessness and suicide risk

As we celebrate Women’s History Month, I wanted to pause to thank the women serving in the Armed Forces and all women veterans for their sacrifices made in defense of our freedom. Though more than 3 million women have played significant roles since the Revolutionary War, it was only in 1948 the Women’s Armed Services Integration Act allowed women to serve as permanent, regular members of the Army, Navy, Marine Corps and Air Force.... Read More