Mid Year Outlook - The Path Toward Stability
OUR 2023 INVESTING OUTLOOK STARTED WITH A THEME OF RETURNING TO NORMALCY. Considering 2022’s market volatility and the aftereffects of...
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hillary745
- Aug 8
- 3 min
Back to School Budgeting- Teaching Kids about Money Matters
Children are like wells waiting to be filled with information—and information about money can be a helpful topic to begin exploring at a...
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hillary745
- Jul 13
- 3 min
Healthier Lifestyle, Longer Life
Living longer into retirement is easier with these tips! It may still be too early to talk about life expectancy in a post-pandemic...
39 views0 comments
hillary745
- Jul 6
- 3 min
“MY” MONEY‚— OR “OUR” MONEY?
Some couples face a difficult (and sometimes awkward) question when they decide tie the knot: Should they combine their finances, keep...
16 views0 comments
hillary745
- Jun 29
- 4 min
How to Reach Financial Freedom: Habits to Get You There
According to the professionals at Investopedia, financial freedom—having enough savings, investments, and cash on hand to afford the...
10 views0 comments
hillary745
- Jun 6
- 4 min
Don’t Bank on Bank Loans in 2023
As bond yields rose in 2022, investors sought refuge in high-yield bank loans, whose floating coupons are often heralded as an antidote...
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hillary745
- May 22
- 4 min
How to Raise a Young Investor
According to a recent article published by Nationwide, there are many tips for raising a young investor: Helping set your clients’...
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hillary745
- May 11
- 2 min
Your CD is Maturing Soon. What Should You do Next?
If you have a certificate of deposit (CD) that is maturing soon, it’s time to make a decision. Your CD has been collecting interest for...
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hillary745
- Apr 12
- 4 min
Finding the Right Work-Life Balance
The pandemic blurred some lines, but optimism remains. At home or at work, our well-being relies on finding the right balance in our...
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hillary745
- Apr 5
- 3 min
If you're worried you'll be bored during retirement, think again!
You’ve probably been thinking about retirement for years – about the trips you’ll take, the family visits you’ll enjoy, the hobbies...
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hillary745
- Mar 28
- 3 min
Weekly Market Commentary March 27, 2023
According to LPL Research, a lot has changed in the past few weeks, both in terms of expectations for interest rates and lost confidence...
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hillary745
- Feb 21
- 2 min
WEALTH BUILDING STRATEGIES WHILE RAISING A FAMILY
Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart...
41 views0 comments
hillary745
- Feb 16
- 3 min
Eliminate the Guesswork
Creating an estate plan is a key component of achieving financial wellness. Most people don’t spend too much time thinking about...
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hillary745
- Feb 8
- 3 min
WORKING WITH A FINANCIAL PROFESSIONAL
Your financial professional is an experienced financial professional who will help you work toward your financial goals. Here’s how to...
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hillary745
- Jan 23
- 2 min
WEALTH BUILDING STRATEGIES WHILE RAISING A FAMILY
Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart...
13 views0 comments
hillary745
- Jan 18
- 2 min
Gone Phishing: Protecting Against Online Attacks
Identity theft is a growing concern that impacts millions of Americans every year. According to a recent study,11 more than 14 million...
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hillary745
- Jan 10
- 2 min
Caring for Aging Parents
There are important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing...
19 views0 comments
hillary745
- Jan 3
- 3 min
Breaking Down the Real Costs of Buying a Home!
You’re finally ready to move up from your rental unit to your own home. Before you start searching for a home, understand how much money...
14 views0 comments
hillary745
- Dec 1, 2022
- 3 min
Tips to Prevent Holiday Stress and Depression
According to the experts with the Mayo Clinic, when stress is at its peak, it's hard to stop and regroup. They've offered some tips to...
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hillary745
- Nov 15, 2022
- 3 min
Tips for Traveling During the Holidays
Nationwide provides excellent advise for holiday travelers this season! 1. Do your research Get to know your destination in depth before...
5 views0 comments
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