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
- 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...
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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...
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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,...
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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...
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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...
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hillary745
- Mar 10, 2022
- 4 min
How to Make and Maintain a Family Budget
Money management tips to ensure your family is financially successful every step of the way. Family money management isn’t much different...
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hillary745
- Mar 7, 2022
- 2 min
Gifts & Taxes: What to Know Before You Give
You can be generous with your loved ones without running afoul of the rules. One way many individuals try to avoid estate and inheritance...
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hillary745
- Feb 17, 2022
- 3 min
Flexible Spending Accounts
Our friends at Investopedia offer some great information about Flexible Spending Accounts. What Is a Flexible Spending Account (FSA)? A...
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hillary745
- Feb 15, 2022
- 3 min
Retirees May Keep More Savings Under New Guidelines
According to Putnam Investments, in a move that may help retirees keep more of their savings longer, the Treasury Department recently...
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hillary745
- Feb 9, 2022
- 2 min
Ways to Maximize Your 401(k)
A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you...
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hillary745
- Feb 7, 2022
- 3 min
If You Are Close to Retirement, Here Are Five Steps You Must Take Now.
There's one sure way to make an event stressful: Head into it unprepared. If you’re within five years of retirement, don’t procrastinate....
69 views0 comments
hillary745
- Jan 21, 2022
- 2 min
Outgrowing Your Home?
Determine if it makes sense to move or remodel... THE HOUSING MARKET IS SURPRISINGLY STRONG RIGHT NOW. IF YOUR FAMILY NEEDS MORE SPACE,...
9 views0 comments
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