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- - - Insight Topics
    - Financial Calculators
  - - Podcasts
    - Down the Middle®
      
      Financial Markets & Investment Philosophy
      
      Rethink Your Money™
      
      Financial Advice
      
      Signal or Noise?
      
      Market Trends & Analysis
- - - Podcasts
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- - - “Your wealth works harder when it works together”
    - Peter Mallouk
      
      President & CEO, Creative Planning
Radio
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Visit Creative Planning International

Home > Insights > Business Advisory

INSIGHTS

Business Advisory Insights and Resources

Business people discuss the New Markets Tax Credit (NMTC) program

Business Advisory, Taxes

Tips for Maximizing Your New Markets Tax Credit

December 2, 2024

Businesspeople are making a M&A deal

Business Advisory

Considering a Merger or Acquisition?

September 23, 2024

Professional mans hotline to aid in workplace fraud detection

Business Advisory, Risk Management

Why Hotlines Are Essential for Workplace Fraud Detection

September 4, 2024

Business Advisory, Risk Management

Online and Offline Phishing Scams

August 15, 2024

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woman and husband cook together while discussing changes coming to Medicare in 2025

Financial Planning, Retirement

4 Changes Coming to Medicare in 2025

December 11, 2024

Audit Committee Meets to Help Its Business Perform at Its Peak

Risk Management

3 Important Functions of an Audit Committee

December 10, 2024

The Week in Charts Thumbnail 12 06 24

Investing

The Week in Charts (12/06/24)

December 9, 2024

High-income earner learns about tax reductions strategies from his wealth manager

High Net Worth, Taxes

Tax Reduction Strategies for High-Income Earners

December 6, 2024

Woman rethinks her career with an eye on retirement

Financial Planning, Retirement

Rethinking Your Career With an Eye on Retirement

December 6, 2024

retired woman attends doctor appointment

Financial Planning, Retirement

3 Tips to Plan for Rising Medical Expenses in Retirement

December 5, 2024

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