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...
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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...
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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...
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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
- 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...
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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 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...
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hillary745
- Sep 27, 2022
- 2 min
What Could Fixed Income Investors Expect The Rest Of The Year?
In this year’s midyear outlook, entitled Navigating Turbulence, the LPL Research team outlines the reasons why the second half of the...
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hillary745
- Sep 13, 2022
- 3 min
National Life Insurance Awareness Month
Awareness and preparation can bring peace of mind. The need for life insurance may not be a pleasant topic to think about, but life...
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hillary745
- Aug 17, 2022
- 2 min
Charitable Giving and National Non-Profit Day - A Great Duo
August 17th is recognized as National Non-Profit Day. Today, we recognize all the wonderful non-profit organizations that serve so many...
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hillary745
- Jul 20, 2022
- 3 min
Mid Year Outlook - Our Economy
ECONOMY We believe the domestic economy will continue to grow this year, albeit slower than we expected six months ago. Other than the...
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hillary745
- Jul 6, 2022
- 2 min
Making a Vacation Easier on Your Wallet
Saving money when planning a trip—the dos, the don’ts. Imagine coming home refreshed from a wonderful vacation, made even more satisfying...
29 views0 comments
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