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What Issues Should I Consider at the Start of the Year?

By Ben Rickey / January 12, 2022 / Comments Off on What Issues Should I Consider at the Start of the Year?

At the start of the year, there are several issues that should be considered including the following: Reflecting on your previous year’s goals Identifying new goals for the year Evaluating any new cash flows and adjusting your spending and saving accordingly Reviewing tax issues, insurance issues and legal issues Follow this link to see the…

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Customer Relationship Summary

By Matt Hargreaves / July 31, 2020 / Comments Off on Customer Relationship Summary

The Securities and Exchange Commission (SEC) recently required all registered investment advisors to provide a Customer Relationship Summary (CRS) to their clients. This is not a change to your existing advisory agreement. It is available to view on our website.

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Guide to Working from Home

By Denajo Amaro / March 31, 2020 / Comments Off on Guide to Working from Home

Tips and Tricks Working from home can be a big adjustment for some people. This can be especially true for those who are accustomed to routine workdays that include getting up, driving to the office, and sitting behind a desk. Change can be severe, but with the COVID-19 pandemic and the use of “social-distancing,” many…

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Current Situation

By Matt Hargreaves / March 16, 2020 / Comments Off on Current Situation

Current Situation The spread of the coronavirus (COVID-19) is impacting not just lives but also the financial markets. While much is unknown at this moment, there is one thing we can be fairly sure of: it’s not the last crisis we’ll ever face. Stocks have faced many crises from wars to impeachment to banking crises…

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Teaching Your College-Age Child about Money

By Michelle / August 17, 2018 / Comments Off on Teaching Your College-Age Child about Money

Teaching Your College-Age Child about Money When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it’s time for you to make sure that your child has enough financial knowledge to manage money at college. Lesson 1:…

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