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Has Your Data Been Compromised? Here’s What to Know and What to Do
Depending on the situation, it is possible that your information was compromised. Companies will often reach out to alert consumers about this potential risk once a data breach has been confirmed.
Read MoreWhat Investors Need to Know During an Election Year
Election years are a time of uncertainty and excitement for many people. There may be concerns with social and public policy, and the implications of legislature on the market and personal finances.
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Nuances of Medicare – 5 Things to Keep in Mind
Medicare is complex with many different moving parts involved. First and foremost, it is always beneficial to gain a solid understanding of your options. There are two main types of Medicare:
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Best Practices for Saving Your Dollars During High Inflation
Although inflation has finally begun to slow, many consumers are still reeling from the impact of several years of high inflation.1 During these challenging times, it's crucial to adopt money-saving habits that ease the impact of...
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5 Tips to Get the Most Out of Homeownership in a Volatile Marketplace
Most people, at some point in their lives, have experienced being a renter, and then eventually, took that big step of purchasing a home once they could afford it. There are pros and cons to both renting and owning a home. The route...
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Three Types of Insurance You Need Even on a Budget
Insurance is designed to provide coverage for some of life's biggest disasters—fire, floods, car crashes, disability, and death. But when you're on a tight budget, paying even a few extra dollars a month for an insurance policy you may...
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A Quick Guide to 529 Plans and College Savings: Dispelling Common Myths and Misconceptions
529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member. While most people know that they are one of the most popular saving methods for college, many myths surrounding these...
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Raising Savers: Teaching Your Kids About Financial Responsibility
Who doesn’t remember their first job, receiving your first paycheck, and even applying for and using a credit card for the first time? Access to money provides a sense of freedom and the ability to buy things you want with your own...
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Social Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan
If you're nearing retirement age, you know the Social Security process and how much you will likely receive. With that information, you may have also anticipated that your Social Security benefit would not be enough to sustain you in...
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Asking for Help Is a Strength, Not a Weakness. Here Are 10 Ways a Financial Professional Can Assist
Often, there is a misconception that seeking financial help indicates incompetence or lack of financial self-sufficiency. However, seeking help is the exact opposite. High-performing individuals who excel in their respective fields...
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Don’t Let Someone Go on Vacation on Your Dime: How to Keep Your Money Safe from Scammers
Technology continues to grow and evolve, allowing us to stay connected and perform many daily tasks from home. There is a drawback to technology, however. It often leaves us more vulnerable to scammers who hide behind the anonymity...
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Navigating Credit Wisely as a HENRY: Strategies for Financial Success
As a high earner not rich yet (HENRY), you find yourself in a good place – where strategic decisions may pave the way for lasting wealth. One crucial aspect of managing your finances includes understanding how to use credit and...
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Financial Planning Tips for Newlyweds
Starting your life together as a newlywed couple comes with many new responsibilities and opportunities, including creating a solid financial foundation for your future. Here are some essential financial planning tips to help you...
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Little Known Tax Credits for Business Owners
Nurturing a community, fostering growth and making a positive impact As a small business owner, your employees are the heart and soul of your organization. Many entrepreneurs understand the importance of a diverse, inclusive workforce...
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7 Tips for Near Retirees to Protect Their Financial Data
While protecting your financial data has always been important, it grows even more critical as you start planning for retirement. From preserving your retirement savings to maintaining financial independence to avoiding stress, you...
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