hillary745Dec 9, 20212 minHigh-Net-Worth Individuals and Charitable GivingBenevolence does not have to come at the expense of tax savings. Lets be clear: Charitable giving is a standalone act whose value is to...
hillary745Dec 1, 20213 minTravel Tips for the Holiday SeasonNationwide provides excellent advise for holiday travelers! 1. Do your research Get to know your destination in depth before you arrive....
hillary745Nov 23, 20214 minHoliday Shopping - Things to Remember on Black Friday and Cyber MondayGreat information from Consumer Reports regarding the upcoming Holiday shopping season! According to ConsumerReports.org, some of us wait...
hillary745Nov 16, 20212 minLOOKOUT! IT’S INTERNATIONAL FRAUD AWARENESS WEEKQUICK QUIZ: A WELL-KNOWN FRAUD HYPOTHESIS DEVELOPED BY DONALD CRESSEY IDENTIFIES A FRAUD TRIANGLE, WHICH INCLUDES THREE FACTORS THAT NEED...
hillary745Oct 27, 20213 minSmart Investments Can Pay Off Down The RoadLooking to begin an investing journey? We offer tips to help guide your strategy. There are no shortage of tips for investing. In fact,...
hillary745Oct 25, 20211 minRisks You May Not SeeHidden threats to your wealth and lifestyle could be lurking. As wealthy households plan to sustain their assets, they must also consider...
hillary745Oct 21, 20212 minBudget–It’s Not a Bad WordTake stock of your spending habits and create a budget. Seeing the numbers in front of you can help you understand your financial...
hillary745Oct 14, 20213 min6 Tips for Safe Online BankingMore than half of U.S. adults bank online, according to Nationwide.com and Pew Research Center, and about a third of them bank via cell...
hillary745Sep 22, 20212 minMerging Money With Your SpouseAfter you both say, “I do,” should your financial lives connect, too? You face many issues when you get married - how many children,...
hillary745Sep 16, 20213 minMaking Sense of Living Wills and TrustsAS YOU LOOK TO PROTECT YOUR ASSETS AND PASS THEM TO SUBSEQUENT GENERATIONS, ESTATE PLANNING TOOLS ARE ESSENTIAL. AND WHILE LIVING TRUSTS...
hillary745Sep 10, 20213 minRemembering September 11…and the Day AfterThis month, we observe the twentieth anniversary of the September 11 attacks. But there’s another day I feel we should be observing, too....
hillary745Sep 9, 20213 minTypes of Investments: You have a variety of options when pursuing an investment portfolio.FIRST-TIME INVESTORS OFTEN FIND THE PROCESS INTIMIDATING. AND LET’S BE HONEST: EVEN THOSE WITH AN EXTENSIVE PORTFOLIO MAY STILL NOT...
hillary745Aug 26, 20213 min529 Plans: The Big Questions AnsweredFor National College Savings Month coming in September, we discuss several burning issues about these popular college savings vehicles....
hillary745Aug 22, 20211 minWhat's Your Risk Number?It all starts with Riskalyze’s proprietary analytics. Capture Your Risk Number The first step is to have you answer a 5-minute...
hillary745Aug 20, 20212 minS&P 500 Cuts Losses to Clinch Record Highs According to data published by Investing.com on August 16th, the S&P 500 cut losses to hit all-time highs on Monday, shrugging off offset...
hillary745Aug 7, 20212 minCollege is Expensive. Make Sure You Have a Plan in Place.Are you aware of the different options available to you when saving for your children’s (or grandchildren’s) college costs? Here is a...
hillary745Jul 22, 20212 minHelp Your Adult Children Take A Step Toward Financial IndependenceSome of the biggest lessons your child may learn happen when they’re entering adulthood and getting ready to live independent lives. In a...
hillary745Jul 21, 20213 minBudgeting Tips for WeddingsWEDDINGS ARE EXPENSIVE. NO KIDDING, RIGHT? AND NO MATTER WHO’S FOOTING THE BILL, FEW OF US CAN WRITE A BLANK CHECK WHEN THE BIG DAY...
hillary745Jul 13, 20213 minRecent Market PerformanceMarkets Resilient As We Enter the Second Half of 2021 U.S. and International Equities Most of the U.S. and international markets were...
hillary745Jul 1, 20213 minBuilding Money MindfulnessThere are practical steps you can take to strengthen your financial health. Now is the perfect time to take steps to shore up your...