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There’s a quote about the importance of setting goals that says, “If you don’t know where you’re going, any path will take you there.” You probably have dreams about retirement, …
The Importance of Setting Strong Financial Goals Read More
We’re getting close to the Fourth of July, our national Independence Day. This celebration may get you thinking of the many freedoms you enjoy. But have you thought of what …
Work Toward Your Own Financial Independence Day Read More
Perhaps you’ve heard the expression: “Life is what happens when you’re busy making other plans.” It’s certainly true about an unexpected job loss. And it may cause stress over your …
Steps to Take Following a Job Loss Read More
Some financial decisions can be challenging — like whether to use your money to reduce your debt or to invest. If you already have a significant amount of debt and …
Should You Pay Off Debts or Invest? Read More
You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what …
Questions to Ask Your Financial Advisor Read More
Whether your children are in grade school or high school, they’ll be leaving for college or trade school before you know it. With the cost of education rising, now is …
Observe Save for Education Day with a 529 Plan Read More
Marriage is more than a ceremony — it’s a union of families and finances. When you and your partner are honest with each other about money and financial goals, it can help …
What Comes After, ‘I Do?’ Read More
Do you have a parent or other elderly relative who may soon need a caregiver? If so, be diligent when selecting the right person for the job — because choosing …
Be Alert for Caregiver Financial Abuse Read More
If you’re adding a child to your family, it’s an exciting time, and you have much to anticipate. Of course, this new addition will bring many changes in your life, …
Financial Moves for a Growing Family Read More
Achieving financial stability doesn’t happen overnight — it takes a journey. And, as with every journey, you’ll need to make some stops along the way. These stops, or milestones, can …
Three Stops on the Road to Financial Stability Read More