If you own a business and want to diversify your assets by investing in the market, today’s online brokerages make trading fairly easy. However, investing can
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According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for a school year was
With tax season coming to an end, it’s the ideal time to use this year's tax return to help update your financial plan. If you’re in the group of one in four
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What will you look for as you approach your "golden" years? Sunshine and the beach at your feet, or colder climates with your favorite cross-country skiing
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As your life changes, your financial needs often change, as well. Regardless of whether you are just starting out in life, are in mid-career, or are at the peak
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Trusts can help ensure that your assets are put to work according to your wishes. They can also help reduce estate taxes.
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There is a common misconception that estate planning is something only the affluent need to do before they die. However, estate planning is important for
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Preparing for retirement may be an exciting and stressful time. While the idea of leaving the workforce and enjoying more leisure time may be appealing, the
April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S. Whether you’re interested in a quick refresher or seeking to
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On Saturday, January 16th, Don ran and completed the Arizona half marathon as a way to start 2022 on the right foot (literally and figuratively).
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Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances
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Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you
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