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Behaviors Affecting Your Finances

Behaviors Affecting Your Finances

Question: Who is on track for retirement? A 35-year-old farmer or a 35-year-old accountant. This may seem like a simple question, however there’s not enough information for me to give an accurate answer.

5 Ways to Stay On Budget This Holiday Season

5 Ways to Stay On Budget This Holiday Season

As Black Friday and the holiday season approaches us quickly, it can be easy to go overboard holiday shopping. With a little planning and budgeting, it’s possible to celebrate without spending all of your money.

Retirement Security Month

Retirement Security Month

October kicked off #RetirementSecurityMonth! Retirement Security Month was created as a national event to promote the benefits of saving for retirement and to encourage everyone to participate in the options they have available to them.

10 Key Cybersecurity Tips to Keep in Mind

With every day comes new technology, new opportunities, and new threats to the security of your information. Since COVID-19, cybercrime has increased by 600%.

Charting a Safe Course Through Retirement

Charting a Safe Course Through Retirement

Retirement should be a time to enjoy the fruits of decades of working and saving, right?  Part of enjoying the retirement years is having the peace of mind that comes from understanding some aspects of retirement that many people don’t consider.

Q3 Quarterly Client Update

Q3 Quarterly Client Update

As we turn our calendars from the hot summer to temperate fall months, risk assets have started to cool with the weather, with volatility re-emerging in markets. Equities began the quarter by continuing their upward trend and breaking through record highs, driven by a dip in interest rates and robust corporate earnings reports.

International Literacy Day

The United States has a financial literacy deficit. According to FINRA’s 2018 State of U.S. Financial Capability Study, 53 percent of Americans say that thinking about their finances makes them anxious, and 44 percent feel that discussing their finances is stressful.

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