Socially Responsible Investing (SRI) Is Trending in 2020. If You Haven’t Considered It, Here’s What Might Change Your Mind
2020 has been a year of stress and uncertainty – but it’s also been a year that’s brought to light …
Roth vs. Traditional IRA: Which is Better for Me?
Whether you’re a new college graduate or an established professional, it’s never too early to start saving for your retirement. …
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Top 4 Flexible Spending Account (FSA) Blunders
If you have signed on to a flexible Spending Account (FSA), you likely know about its tax advantages. Your FSA …
Life Stages That Impact Your Life Insurance Needs
Do you know that your life insurance needs vary as your life changes? Most people understand that having life insurance …
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10 Tips For Couples Who Are Investing Together For the First Time
Becoming a couple comes with a lot of compromises and some long discussions to get together on the same page …
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You’ve Taken a Financial Hit During COVID-19. Use These 5 Techniques to Overcome Financial Stress
Beginning in February and March 2020, America, Canada and Europe locked down cities, closed businesses and halted travel amidst the …
Suffering Home Damage from a Hurricane? Proceed With Caution with Contractors
Hurricane Laura hit the Gulf coast as a category four hurricane on August 26, 2020. Winds capping out at 150 …
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You’ll Spend Thousands on Healthcare This Year. Can an HSA or HRA Help?
The average annual healthcare expense per individual rises from roughly $2,000 for 19-year-olds to about $11,000 for retirees (age 65+).1 As …
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Has Your Property Been Impacted By Wildfires? Take These Next Steps To File a Claim
Wildfires & Your Insurance When a wildfire affects you, your family or your business, there are a few things you’ll …
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In 2020, The World Went Virtual. But Should Your Financial Planner Still Live in Your Area?
In early 2020, governments around the globe took drastic measures to slow the spread of Covid-19. As a result, we …