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Smart Strategies for Your Tax Refund
Did you know that April is financial literacy month, as part of this mission - we wanted to discuss what you could do...
HELP! – How to avoid “being sold to” by a “so-called” financial advisor.
Gimmicks. Big words, expensive cars, and fancy suits. Promises, pages, and pages of glossy reports, pie charts,...
Investing: What’s In Store for 2024?
The New Year has brought with it new all-time highs for the equity markets. The S&P 500 closed above 5,000 for the...
Financial Planning – The Why Behind the Why
Financial planning provides freedom and flexibility, and it’s critical to have a plan in place to make smart decisions...
The Effects of Investment Fees Over Time
High management fees may rob your retirement accounts and investments' ability to grow. Who's Giving You...
How to talk to your spouse about money
Valentine’s Day is here! (Don’t forget to pick up that last-minute gift!) February is known as a month of love! One...
Where to get started when providing or coordinating care for a loved one
Meta Description Linkedin Most people like to help others, and many people make promises to their loved ones...
What is the FIRE Movement?
Following the FIRE Movement? Seeking financial independence? Want to retire early? Start with this article....
Financial Planning – Let’s make sure you’re okay
Do you feel confident that your income, savings, and investments in the stock market will sustain you to the end? Read...
Be better with your money in 2024
As we embark on a New Year, this is the time we all begin to take stock of where we are, and we think about ways to...
Ten Things to Address Before Year-End
As 2023 is winding down, it’s a good time to consider various aspects of your retirement plan. Here are ten steps you...
The Concentrated Equity Market Continues
Article by: Brad Eaton Vice President, Investment Services As we head through the final turn and into the home stretch...