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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...
hillary745
Aug 22, 20232 min read


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...
hillary745
Aug 8, 20233 min read


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...
hillary745
Jun 6, 20234 min read


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...
hillary745
Apr 12, 20234 min read


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...
hillary745
Feb 21, 20232 min read


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...
hillary745
Jan 23, 20232 min read


Gone Phishing: Protecting Against Online Attacks
Identity theft is a growing concern that impacts millions of Americans every year. According to a recent study,11 more than 14 million...
hillary745
Jan 18, 20232 min read


Tips to Prevent Holiday Stress and Depression
According to the experts with the Mayo Clinic, when stress is at its peak, it's hard to stop and regroup. They've offered some tips to...
hillary745
Dec 1, 20223 min read


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...
hillary745
Sep 13, 20223 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


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


National Data Privacy Day - January 28th
Your devices make it easy to connect to the world around you, but they can also pack a lot of info about you and your friends and family,...
hillary745
Jan 27, 20222 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


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


Travel Tips for the Holiday Season
Nationwide provides excellent advise for holiday travelers this season! 1. Do your research Get to know your destination in depth before...
hillary745
Dec 1, 20213 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


LOOKOUT! IT’S INTERNATIONAL FRAUD AWARENESS WEEK
QUICK QUIZ: A WELL-KNOWN FRAUD HYPOTHESIS DEVELOPED BY DONALD CRESSEY IDENTIFIES A FRAUD TRIANGLE, WHICH INCLUDES THREE FACTORS THAT NEED...
hillary745
Nov 15, 20212 min read


Remembering September 11…and the Day After
This month, we observe the twentieth anniversary of the September 11 attacks. But there’s another day I feel we should be observing, too....
hillary745
Sep 9, 20213 min read
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