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Mixed Signals on Inflation September 29, 2021

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5 Ways a Roth IRA Can Help Minimize Your Taxes in Retirement August 4, 2021

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Spotting Credit Trouble July 23, 2021

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How Much are you Contributing to Your Retirement? May 28, 2021

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Getting a Head Start on College Savings May 3, 2021

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Rebalancing Your Portfolio April 12, 2021

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Pay Yourself First March 4, 2021

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Preparing For Tax Season February 4, 2021

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How Retirement Spending Changes with Time January 7, 2021

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Year-End Charitable Giving and You December 2, 2020

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5 Steps Towards Healthy Credit

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Credit Tips from your Credit Union and TransUnion 5 Steps Towards Healthy Credit: Pay your bills on time every month. Late payments, collections, and bankruptcies have the greatest negative effect on your credit scores. Check your credit reports regularly and remove inaccuracies. Visit annualcreditreport.com to obtain a free copy of your credit report. If you […]

6 Tips to Prevent Fraud

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6 Tips to Prevent Fraud Fraud is on the rise, but you can protect yourself! As a society, we have come very far in the last 50 years. As we look at the world today we have gas-less cars, smartphones, high powered laptops, artificial intelligence, smart homes, fingerprint and facial recognition and so much more. […]

Talking Finances with your Adult Children

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Talking Finances with your Adult Children Many of my clients have asked for helpful tips they can share with their adult children on managing finances, estate planning, and particularly, what they need to know as beneficiaries. I know these conversations can be difficult to initiate, both for parents and children, and want to provide you […]

Saving the planet, one Energy Saver Loan at a time!

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Celebrate Earth Day by thinking about an Energy Saver Loan that could help you, and our planet! Our nation has celebrated Earth Day each year on April 22 since 1970. Earth day was founded by United States Senator Gaylord Nelson as an environmental teach-in. He was inspired by Vietnam war protesters because he noticed people […]

Beyond Resolutions: Keeping your Financial Paperwork in Order

Beyond Resolutions Keeping your Financial Paperwork in Order New Year’s resolutions can be great motivators, but any time of year is good to get your financial paperwork in order. Managing your important documents—whether electronic or on old-fashioned paper—can make your financial life easier.  If this is the year you said you’d finally get organized, or […]

 

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