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What Should You Do With Your 401(k) When You Change Jobs? May 4, 2022

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Reduce Your Credit Card Debt April 5, 2022

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4 Ways To Manage Your Money More Effectively March 2, 2022

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Be Aware of Online Dating Scams February 11, 2022

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Transitory Inflation? Not Anymore. February 2, 2022

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Be More Diligent Than Ever January 13, 2022

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Year-End Tax Planning Tips December 2, 2021

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Watch Out for Fraud This Holiday Season November 19, 2021

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60 Day Rollover Rule – What You Need to Know November 1, 2021

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Mixed Signals on Inflation September 29, 2021

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Market Volatility: 3 Steps to Keeping Calm

stocks

It is well known that the stock market goes up, and the stock market goes down, but investors are supposed to keep their wits about them and focus on their long-term goals and hold steady.  But it can be hard to sit idly by and watch volatility in the markets—and in your portfolio—without thinking this […]

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 […]

Dirty Dozen Tax Scams to Watch Out For

mom doing bills

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ Identity Theft Using your personal information, an identity thief can file a fraudulent tax return and claim a refund. If you’ve been a victim of stolen personal information, you […]

Surprising things medicare doesn’t cover

Senior backpackers

Surprising things medicare doesn’t cover According to recently published retiree healthcare cost estimates,1 a 65-year-old couple in 2018 can expect to pay $280,000 in healthcare costs in retirement. That’s a 75% increase over the 2002 estimate of $160,000. As healthcare costs continue to rise faster than the rate of inflation,2 many retirees find themselves facing […]

Tackling Tuition

couple with investment advisor

  As an involved parent, you are committed to providing your children with the finest education possible. The best way to help ensure that you will be able to afford the ever-increasing cost of college tuition is to start investing toward college savings today. I can help you understand your investment options and how starting […]

 

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