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In the Heat of Summer, Remember Your New Year’s Resolutions
Now is a good time to check-in and see how you’re really doingAmid the draining heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? How are you coming with your to-do...
Read MoreConduct a Homeowners Insurance Check-Up
When was the last time you evaluated your homeowners insurance? Have your needs changed since you initially purchased your homeowners policy? If so, there may be gaps in your insurance coverage. For example, you may have acquired...
Read More3 Common Social Security Scams and How to Avoid Being Fooled by Them
Targeted scams have become even more popular with the amount of personal information readily available on the internet. Social Security recipients are, unfortunately, targeted by some of the most sophisticated scam artists out there....
Read MoreRevive Your Resolve: How to Recommit to Your Goals and Resolutions
The start of the year has come and gone. You may find that the goals and resolutions you set at the start are no longer getting the attention they deserve. Whether you are feeling your motivation waning or feel like the goal is too far...
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4 Tips for Managing Financial Stress During the Pandemic
Two years into the pandemic, it may feel like you entered a time warp for some. And from shutdown-related expenses to changes to your employment situation or workload, it can be tougher than ever to try to navigate your financial life....
Read MoreFour Ways to Improve Your Financial Literacy
Personal finance is an important area of knowledge—but it's not always taught in schools. It may be tough to master when you haven't had much guidance prior to adulthood. You may be able to improve your financial literacy and...
Read MoreAre You Cybersecurity Safe?
COVID-19 and remote work is continuing to increase the need for internet security. Social distancing has increased device use and strained security protocols. Although cyber-security attacks are often direct at companies, other attacks...
Read MoreTen Ways to Stretch Your Money
We all want more money, and many of us would like to work less, as well. This may seem like a dilemma, yet there is a solution. One way to increase money without working is to avoid spending it in the first place. Some people call this...
Read MoreWhat’s a Suitable Age to Receive Social Security?
Advice from the Social Security Administration can guide your decisionOne of the most vexing questions for anyone planning for retirement is: “What’s a suitable age to start receiving Social Security benefits?”...
Read MoreA Refresh for Your Finances
When spring rolls around, your thoughts might turn to organizing your closets or giving your floors a good deep clean. But how much thought have you given to cleaning up your finances? If the answer is “not much,” you might...
Read MoreWhat Can the Best/Worst Stocks of 2021 Tell Us?
Looking for longer-term market trends that might shape the next few yearsLet’s be honest for a second: the DJIA, the S&P 500, NASDAQ, and the Russell 2000 all delivered one of the most surprising years in recent history. And...
Read More5 Valentine's Day Gifts that Grow in Value Over Time
Valentine's Day is one of the biggest holidays for romance and for lavishing gifts on that special someone in your life. While flowers and chocolates may be the most common gifts exchanged on that day, why not consider a gift that may...
Read MoreFive Things to Consider When Choosing a Tax Preparer
When choosing someone to help you prepare and file your taxes, you may be wondering exactly what criteria you should consider. How do you find someone to forge a professional relationship with for your needs? What questions should you...
Read MoreFour New Year's Resolutions for Current Retirees
The New Year is the time to make resolutions, and for those who are retired, those resolutions may look a little different than they did in past years. Whether you are looking to improve your health, or your finances, below are a few...
Read MoreTax Prep Checklist: Everything You Need to Be Ready for Tax Season
Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...
Read MoreA Season of Giving: 5 Different Ways To Give During the Holidays
With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...
Read MoreEnd of Year Financial Planning
For some, it’s easy to put personal finances on the back burner during the last few months of the year. However, before the year comes to an end, it’s essential to review your finances. By doing so now, you can make the...
Read MoreAutumnal Equinox
Your Fall Maintenance Checklist As the summer draws to a close and the first chilly winds of autumn blow through, it’s time to think through the way you’ll clean up, fix up, and maintain your home for fall. By keeping up...
Read MoreInternational Day of Charity
The Importance of Charitable Giving Charitable giving is a term often heard around the holidays, or in some cases, around tax season. Nonprofit charitable organizations often rely on contributions from businesses and individuals to...
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