Thursday, January 14, 2021
The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule. The markets opened on January 4 and...
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Thursday, January 7, 2021
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you...
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Thursday, December 31, 2020
Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the benchmark for the broad stock...
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Friday, December 18, 2020
As you get to the end of your year there are lots of last-minute things you need to work on when it comes to the goals you wanted to accomplish in 2020. Here are some parts of your financial life to think about before we start 2021....
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Friday, December 4, 2020
As an investor, it can be tempting to get caught up in daily news headlines. For example, wanting to sell all your investments and put them into cash when you are worried about the election outcome. Consider how news about the...
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Friday, November 27, 2020
With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your mortgage is one of the biggest expenses you may...
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Friday, November 20, 2020
As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1 A positive reaction to these vaccines affects every...
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Friday, November 13, 2020
Here are some things you might consider before saying goodbye to 2020 What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That's one step...
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Friday, November 6, 2020
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)sThe salary...
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Friday, October 30, 2020
The upcoming election is prompting some people to reconsider their investment strategy.In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential...
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Friday, October 16, 2020
When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...
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Friday, October 9, 2020
Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Medicare for the first time, give yourself plenty of time. You may discover that it is much more complex than an employer-sponsored...
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