The First to Know Blog

Individual Retirement Accounts, 401(k) plans, and other qualified savings plans can bring you tax breaks today and provide for a comfortable retirement tomorrow. Getting...Read More

The start of a new year is an excellent time for a “fiscal checkup.” Begin by preparing a personal financial statement (PFS). The PFS...Read More

Providing good customer service promotes what every business needs to thrive—repeat business. At minimum, it ensures a pleasant customer experience. When taken to the...Read More

How to Provide Excellent Customer Service Every Time Delivering responsive customer service can turn disgruntled consumers into loyal fans and loyal fans into enthusiastic...Read More

Social media and mobile devices are powerful tools for customer service and engagement. Business that was once conducted at brick and mortar stores can...Read More

Safe holiday shopping in stores The holidays are here which means searching store sales for the perfect gifts. To ensure safe holiday shopping at the mall, remember these...Read More

2013 is expected to be a record breaking year for holiday purchases made via smartphones and other mobile devices. People aren’t just going mobile...Read More

Many small businesses start by using a home office to save on expenses. But working from your home office can be challenging. It’s easy...Read More

The day you brought your baby home from the hospital, financial planning was probably the last thing on your mind. But now that it’s...Read More