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 5
- 3 min
If you're worried you'll be bored during retirement, think again!
You’ve probably been thinking about retirement for years – about the trips you’ll take, the family visits you’ll enjoy, the hobbies...
13 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 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...
11 views0 comments
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...
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hillary745
- Jan 18
- 2 min
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...
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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...
27 views0 comments
hillary745
- Sep 5, 2022
- 1 min
September is College Savings Month
September is College Savings Month. We wanted to let you know we are always available to answer any questions you may have about the...
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hillary745
- Jul 14, 2022
- 2 min
MidYear Outlook, presented by LPL Research
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and...
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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...
7 views0 comments
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
- Apr 13, 2022
- 2 min
Do You Consider Taxes as You Invest?
A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk taking an eye off taxes. A...
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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...
8 views0 comments
hillary745
- Mar 21, 2022
- 2 min
How Tax-Loss Harvesting May Help Lower Your Tax Bill
A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing months...
12 views0 comments
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 23, 2022
- 2 min
Women seek retirement confidence after COVID setbacks
A crisis of confidence A 2021 Nationwide Retirement Institute® survey of employer-sponsored retirement plan participants and plan...
19 views0 comments
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