Mid Year Outlook - The Path Toward Stability
OUR 2023 INVESTING OUTLOOK STARTED WITH A THEME OF RETURNING TO NORMALCY. Considering 2022’s market volatility and the aftereffects of...
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hillary745
- Aug 8, 2023
- 3 min
Back to School Budgeting- Teaching Kids about Money Matters
Children are like wells waiting to be filled with information—and information about money can be a helpful topic to begin exploring at a...
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hillary745
- Jun 6, 2023
- 4 min
Don’t Bank on Bank Loans in 2023
As bond yields rose in 2022, investors sought refuge in high-yield bank loans, whose floating coupons are often heralded as an antidote...
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hillary745
- Apr 12, 2023
- 4 min
Finding the Right Work-Life Balance
The pandemic blurred some lines, but optimism remains. At home or at work, our well-being relies on finding the right balance in our...
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hillary745
- Feb 21, 2023
- 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 23, 2023
- 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, 2023
- 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
- Dec 1, 2022
- 3 min
Tips to Prevent Holiday Stress and Depression
According to the experts with the Mayo Clinic, when stress is at its peak, it's hard to stop and regroup. They've offered some tips to...
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hillary745
- Sep 13, 2022
- 3 min
National Life Insurance Awareness Month
Awareness and preparation can bring peace of mind. The need for life insurance may not be a pleasant topic to think about, but life...
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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
- Mar 10, 2022
- 4 min
How to Make and Maintain a Family Budget
Money management tips to ensure your family is financially successful every step of the way. Family money management isn’t much different...
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hillary745
- Jan 27, 2022
- 2 min
National Data Privacy Day - January 28th
Your devices make it easy to connect to the world around you, but they can also pack a lot of info about you and your friends and family,...
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hillary745
- Jan 21, 2022
- 2 min
Outgrowing Your Home?
Determine if it makes sense to move or remodel... THE HOUSING MARKET IS SURPRISINGLY STRONG RIGHT NOW. IF YOUR FAMILY NEEDS MORE SPACE,...
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hillary745
- Dec 9, 2021
- 2 min
High-Net-Worth Individuals and Charitable Giving
Benevolence does not have to come at the expense of tax savings. Lets be clear: Charitable giving is a standalone act whose value is to...
26 views0 comments
hillary745
- Dec 1, 2021
- 3 min
Travel Tips for the Holiday Season
Nationwide provides excellent advise for holiday travelers this season! 1. Do your research Get to know your destination in depth before...
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hillary745
- Nov 23, 2021
- 4 min
Holiday Shopping - Things to Remember on Black Friday and Cyber Monday
Great information from Consumer Reports regarding the upcoming Holiday shopping season! According to ConsumerReports.org, some of us wait...
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hillary745
- Nov 15, 2021
- 2 min
LOOKOUT! IT’S INTERNATIONAL FRAUD AWARENESS WEEK
QUICK QUIZ: A WELL-KNOWN FRAUD HYPOTHESIS DEVELOPED BY DONALD CRESSEY IDENTIFIES A FRAUD TRIANGLE, WHICH INCLUDES THREE FACTORS THAT NEED...
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hillary745
- Sep 9, 2021
- 3 min
Remembering September 11…and the Day After
This month, we observe the twentieth anniversary of the September 11 attacks. But there’s another day I feel we should be observing, too....
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