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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...
hillary745
Jun 7, 20223 min read


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...
hillary745
Jun 7, 20222 min read


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...
hillary745
May 15, 20222 min read


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,...
hillary745
May 10, 20223 min read


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...
hillary745
Apr 6, 20221 min read


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...
hillary745
Mar 23, 20222 min read


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...
hillary745
Mar 10, 20224 min read


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...
hillary745
Mar 7, 20222 min read


Flexible Spending Accounts
Our friends at Investopedia offer some great information about Flexible Spending Accounts. What Is a Flexible Spending Account (FSA)? A...
hillary745
Feb 17, 20223 min read


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...
hillary745
Feb 15, 20223 min read


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...
hillary745
Feb 9, 20222 min read


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....
hillary745
Feb 7, 20223 min read


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,...
hillary745
Jan 21, 20222 min read


Time to Tune-Up Your Financial Plan
There are fundamental steps you can take to get on-track with your financial plan. Planning for your financial future is a critical...
hillary745
Dec 16, 20213 min read


High-Net-Worth Individuals and Charitable Giving
Benevolence does not have to come at the expense of tax savings. Lets be clear: Charitable giving is a standalone act whose value is to...
hillary745
Dec 9, 20212 min read


Holiday Shopping - Things to Remember on Black Friday and Cyber Monday
Great information from Consumer Reports regarding the upcoming Holiday shopping season! According to ConsumerReports.org, some of us wait...
hillary745
Nov 23, 20214 min read


Smart Investments Can Pay Off Down The Road
Looking to begin an investing journey? We offer tips to help guide your strategy. There are no shortage of tips for investing. In fact,...
hillary745
Oct 26, 20213 min read


Risks You May Not See
Hidden threats to your wealth and lifestyle could be lurking. As wealthy households plan to sustain their assets, they must also consider...
hillary745
Oct 24, 20211 min read


Budget–It’s Not a Bad Word
Take stock of your spending habits and create a budget. Seeing the numbers in front of you can help you understand your financial...
hillary745
Oct 20, 20212 min read


Merging Money With Your Spouse
After you both say, “I do,” should your financial lives connect, too? You face many issues when you get married - how many children,...
hillary745
Sep 21, 20212 min read
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