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Nov 14, 2016

Holiday Shopping Financial Plan

With the holiday season upon us, it’s important to make a plan for all the expenses that come along with the festivities.

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Nov 7, 2016

Finishing Strong: Year-End Tax Planning

As we enter the home stretch of 2016, let’s take a quick step back from elections and holiday plans for a quick financial checkup.

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Oct 31, 2016

Family Talk

Parents, who choose to treat their children differently regarding future responsibilities or asset split, need to share their logic with their children before it becomes reality.

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Oct 25, 2016

Should You Ever Lend Money to Family?

Lending to relatives can cause tense situations at family gatherings! While such loans could be a win-win, you need to understand the potential ramifications before you make a commitment

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Oct 17, 2016

Forgotten Retirement Benefits

Almost $300 million of pension funds are unclaimed! If this raises a concern for you, there are resources available to assist.

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Oct 10, 2016

Are You Confident in Your Future?

Everyone wants a great future! Then why don’t people plan? Many do nothing and leave their future well-being purely to chance.

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Oct 3, 2016

Teaching Kids about Investing

Most people would likely agree that teaching children about investing is a very important life lesson. However, if you try to have a discussion about stocks and bonds with most children, their eyes will quickly glaze over. How can you get them more involved?

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Sep 27, 2016

What do You and Prince Have in Common

If you are one of the 64% of Americans who do not have a will, you are in the good company of Aretha Franklin and Prince as well as Sonny Bono, Martin Luther King, Jr., and Abraham Lincoln. Unfortunately, dying without a will can create a mess for your heirs.

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Sep 19, 2016

New Date for FAFSA Filing: October 1

Important Changes: If you have a student in college or bound for college next year, the process for filing the FAFSA starts October 1st.

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Sep 12, 2016

Too Good to be True

An old adage says: “If it seems too good to be true, then it probably is!” About ten years ago, some wealthy investors were given an opportunity to earn an average 12% return and never lose money. They invested millions! Unfortunately, this story is true and it didn’t end well!

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Aug 29, 2016

Let’s Talk Free Trade

Free trade has been a hot topic recently. Both presidential candidates have made very pointed negative remarks about our various free trade agreements.

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Aug 15, 2016

Hacked! It Can Happen to You

The 2016 presidential election has been far from boring! One of the most attention-grabbing events involved the 20,000 private emails between members of the Democratic National Committee that were exposed to the public.