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6 Money Habits to Teach Your Kids

6 Money Habits to Teach Your Kids

Parents have a lot to deal with. You’re feeding, clothing, cleaning, running back and forth to practices…all the while trying to find teachable moments – windows of opportunity to train the adults they will become. No easy task, especially with a topic like money. So,...

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How Much Should You Keep In Emergency Reserve?

How Much Should You Keep In Emergency Reserve?

Job loss, unexpected trip to the hospital, a tree falls on the house – events like these can send the unprepared into a financial tailspin. An emergency reserve is your mini financial self-insurance policy, so we all know we should have one. But, getting around to...

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Estate Plan or Legacy Plan – Which Do You Have?

Estate Plan or Legacy Plan – Which Do You Have?

Every family wants to create a sound legacy for their children for the future, but too many skip the critical steps in the present to achieve those goals. And, it’s no simple matter. Business owners have a lot to think about when deciding when and how to transfer...

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Quarterly Economic Update

Quarterly Economic Update

In this Q4 recap: Equities maintain their momentum to close out a strong year on Wall Street, helped by a slight thaw in the U.S.-China trade dispute and some better-than-expected domestic economic data.

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What Is a CFP® and Why Should You Care?

What Is a CFP® and Why Should You Care?

With titles like financial advisor, financial planner, wealth advisor, strategic wealth partner, just to name a few, the financial planning industry can be confusing for clients. And, on top of these, there’s an entire alphabet soup of designations advisors can earn....

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6 Questions to Ask a Financial Advisor

6 Questions to Ask a Financial Advisor

Retirement planning, saving for your child’s education, finding the best way to own your dream home, leaving a legacy...these things all require planning. But knowing that you need plan for these things and finding someone you can trust to guide you down this path are...

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Quarterly Economic Update

Quarterly Economic Update

In this Q3 recap: the U.S. and China intensify their trade dispute, but agree to negotiate again, the Federal Reserve cuts short-term interest rates once more, and stocks ride through some volatility to end the summer higher.

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