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Wednesday, May 31, 2023

Warren Buffett once said, "Rule no. 1: never lose money. Rule no. 2: never forget rule no. 1." As financial professionals, we spend much of our time discussing how to manage your money. However, another critical aspect of our financial...

Thursday, May 25, 2023

Living Trusts: Understanding the Basics and Key ConsiderationsBodyEstate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your...

Thursday, May 18, 2023

Remember when receiving a check from the Internal Revenue Service (IRS) was a cause for celebration?But now, is getting a check from the IRS a good fit with your lifestyle? This may indicate that you have been overpaying your taxes...

Thursday, May 11, 2023

Trying to Time a Recession?BodyEconomies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results,...

Thursday, May 4, 2023

During the 2022–2023 academic year, the average cost for one year of college—including tuition, fees, room, board, and other expenses—was $27,940 for public four-year, in-state schools and $57,570 for private...

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Friday, April 28, 2023

What Factors Have the Greatest Impact on Your Credit Score?BodyFun fact: You probably have dozens of credit scores out there, and each one might be a different number. You’re probably familiar with a credit score, why...

Monday, April 17, 2023

Important Financial Considerations to Make When Remarrying Later in LifeBodyDiscussing personal finances is important for any couple preparing for marriage. However, this topic can be more complicated for those who remarry later in...

Wednesday, April 12, 2023

Top Considerations to Help Adult Children Be Better Prepared As You AgeBodyAs we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from...

Wednesday, October 19, 2022

As the holiday season draws near, most people are thinking about their finances over the next few months and budgeting for how they can celebrate the most wonderful time of the year. Which is perfect timing because October is National...