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Simple Tips for Digital Privacy
With the increasing amount of personal information shared and stored online, it’s crucial to take proactive steps to protect yourself. Here are a few essential tips to help you safeguard your sensitive data and maintain your...
Read More'Tis the Season for Scammers: 3 Steps to Spot Charity Fraud
For many people, the holiday season is when you enjoy family and friends and give a little back to those in need. Charitable giving is its highest during the holiday months. While many legitimate charities are out there looking for...
Read MoreNo-Shave November: Facial Hair that Shows You Care
During the monthlong celebration of No-Shave November, participants bring awareness to cancer research and treatment by forgoing their regular shaving and trimming for 30 days. Some patients undergoing chemotherapy may lose their hair....
Read More12 Estate Planning Must-Dos
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. Do you have a will and powers of attorney for...
Read MoreInvestor Psychology When Bull Markets Take Hold
Why most investors are not at all positive during a bull run – and miss out In the world of investing, there are few phrases as exhilarating as "bull market". These words conjure images of an economy burgeoning with opportunity,...
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Working with a Financial Professional
In these uncertain times, the value of objective financial guidance cannot be overestimated, and the importance of the financial profession has never been more apparent. Regulatory changes initiated well before any of us had even heard...
Read MoreEarly Detection: Beating the Breast Cancer Odds
With so many contradicting recommendations and myths, it can be difficult to decipher breast cancer facts from fiction. However, there are plenty of agreed-upon risk factors, as well as best practices for testing, that are essential to...
Read MoreMoney Matters: Financial Literacy for the Whole Family
Financial literacy is crucial, not only for adults but for everyone in the family. When you have a good foundation of financial literacy, you will have a greater understanding of money and prepare yourself for a brighter financial...
Read MoreHow Food Banks Help Americans Who Have Trouble Getting Enough to Eat
Food banks, nonprofits that collect and distribute food to hunger relief organizations, have played an essential role in the distribution of emergency food relief throughout the United States for more than 50 years. They have been more...
Read More5 Ways to Practice Financial Self-Care
Smart self-care does not just mean spa days and movie nights: there are other therapeutic ways to reduce your mental and physical stresses, including how you manage your money. If your goal is to create healthier habits...
Read MoreThe Ultimate Downsizing Checklist Before Retiring
As retirement approaches, many older adults consider downsizing their home as a way to simplify their lives, reduce expenses, and focus on what truly matters.
Read MoreBatter Up! How to Score a Retirement Planning Home Run
There are two things Americans have always looked forward to: going to the ballpark for the big game and retiring after a fulfilling career. Interestingly, baseball and retirement planning have several aspects in common. Taking...
Read MoreSix Keys to More Successful Investing
Six Keys to More Successful Investing A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss...
Read MoreIs This Bull Timid or Ready to Charge?
On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12, 2022.1 According to a common definition of market cycles, this indicated that the...
Read MoreDo You Know What Type of Investor You Are?
Do you know the answer if your financial professional asks you what type of investor you are? While itmay be challenging to classify yourself off the top of your head, knowing what type of investor you aremight help you avoid making...
Read MoreFinancial Management 101: Business Owners, Are You Doing Your Homework?
As a business owner, prudent financial management can help ensure your business remains healthy andstable. But what does good business financial management look like in practice? Here are four tips thatmay benefit business owners while...
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