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...
52 views0 comments
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...
37 views0 comments
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...
21 views0 comments
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...
11 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...
19 views0 comments
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...
27 views0 comments
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
hillary745
- Jun 7, 2022
- 3 min
MAKING SENSE OF YOUR CREDIT SCORE
Understanding the value of your credit score and taking steps to maximize your credit rating are important for improving your financial...
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hillary745
- Jun 7, 2022
- 2 min
ECONOMY SLOWING, NOT SHRINKING
According to our friends with LPL Research, many pundits are issuing recession warnings and saying the economy is heading for a hard...
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hillary745
- May 15, 2022
- 2 min
How To Be a Responsible Credit Card User
No need to be afraid of credit cards—if you use them wisely. Follow these guidelines to help you charge responsibly. Credit cards are a...
11 views0 comments
hillary745
- May 10, 2022
- 3 min
Budget Vacation Ideas
That dream getaway doesn't have to put you in heavy debt. YOU WORK HARD. AND OFTEN. SO, WHEN IT COMES TIME TO TAKING THAT COVETED PTO,...
6 views0 comments
hillary745
- Apr 6, 2022
- 1 min
Right Capital
What is it? Is it RIGHT for you? See your financial goals. Are you on track for things like buying a house, retirement, or saving for...
11 views0 comments
hillary745
- Mar 23, 2022
- 2 min
Looking at Annuities? Here’s What to Know as You Consider Your Choices.
It is said that annuities aren’t bought, they’re sold . That means, not many people go shopping with the intention of buying an...
8 views0 comments
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