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...
34 views0 comments
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....
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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,...
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hillary745
- Dec 16, 2021
- 3 min
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...
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hillary745
- Dec 9, 2021
- 2 min
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...
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hillary745
- Nov 23, 2021
- 4 min
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...
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hillary745
- Oct 26, 2021
- 3 min
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,...
15 views0 comments
hillary745
- Oct 24, 2021
- 1 min
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...
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hillary745
- Oct 20, 2021
- 2 min
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...
34 views0 comments
hillary745
- Sep 21, 2021
- 2 min
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,...
14 views0 comments
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