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Annual Financial To-Do List
Things you can do for your future as the year unfolds What financial, business, or life priorities do you need to address for the coming...
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Oct 27, 20214 min read


The Best, the Brightest, and Inflation
The Fed may be ready to alter course If you are feeling a bit confused about the direction of inflation, you’re in good company. Some of...
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Sep 20, 20212 min read


The Need for Power of Attorney
POAs and other advanced directives are becoming more important The point of the POA. A power of attorney (POA) is a legal instrument that...
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Sep 20, 20213 min read


October Is Financial Planning Month
Six areas of personal finance to review When training to become a financial professional, much of our course work centers on the six...
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Sep 20, 20212 min read


Mixed Signals on Inflation
What to know as markets look forward Are you having a tough time keeping track of inflation's mixed signals? You’re not alone. Consumer...
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Sep 2, 20212 min read


FAFSA Simplification Act
Learn how legislative changes can help you finance your loved one’s education As a parent or grandparent, you know firsthand the...
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Sep 2, 20213 min read


The Wall of Worry
You've got plenty of choices these days Have you ever heard the Wall Street expression, "markets climb a wall of worry?" It's the idea...
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Sep 2, 20212 min read


A Roaring Start to Earnings Season
Favorable forecasts lead analysts to raise their projections for the year ahead Corporate earnings season has begun, and the results are...
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Aug 10, 20212 min read


A 6.1% Bump in Social Security?
COLA and Social Security The news keeps getting better for Social Security recipients. It's now projected that benefits will increase...
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Aug 10, 20212 min read


The Pros and Cons of Early Retirement Plan Rollovers
Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you may be able to take your...
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Aug 10, 20212 min read
The Fed Acknowledges Inflation
As inflation climbs, the Fed reacts At its June meeting, the Federal Reserve confirmed what many of us have suspected for some time:...
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Jul 6, 20212 min read


Economic Lessons from Used-Car Inflation
Various factors drive used car prices Inflation is defined as the general upward price movement of goods and services in an economy. The...
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Jul 6, 20212 min read


Are You Ready for the Second Act of the S.E.C.U.R.E. Act?
Some potential benefits of the Securing a Strong Retirement Act Recently, you may have seen headlines regarding the Securing a Strong...
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Jul 6, 20212 min read


Tax & Estate Strategies for Married LGBTQ+ Couples
In this age of marriage equality, there are new possibilities The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and...
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Jun 17, 20213 min read


What Forces Are Driving the Housing Market?
Many hopeful homebuyers are having issues securing a home Recently, you may have seen reports that a record-low number of homes are...
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Jun 2, 20212 min read


College Funding Choices
Explore the different ways you can help finance the costs of higher education How can you help cover your child’s future college costs?...
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Jun 2, 20213 min read


Investor Sentiment Is Shifting
This year, markets have experienced an odd phenomenon A recent survey shows that 63% of investors are more interested in protecting their...
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Jun 2, 20212 min read


Investing During Periods of Inflation
What does inflation mean for your investments? In August of 2020, the Fed announced that it is willing to allow inflation to run higher...
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Apr 29, 20213 min read


Inflation Boogeyman
What to keep in mind as inflation fears rise Inflation has emerged as one of the top financial concerns for investors as they size up the...
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Apr 29, 20212 min read


Guarding Against Identity Theft
Take steps so criminals won’t take vital information from you America is enduring a data breach problem. As many workers traded in the...
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Apr 29, 20214 min read
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