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Money Moves
06.28.23
Is bundling insurance right for me?
Is bundling policies with the same insurer the right thing to do? Here are some pros and cons of bundling your insurance to help you make your decision
05.03.23
Is it time to refinance?
You might be a candidate for refinancing. But how do you know if that is right for you?
04.21.23
Soft landings require skill; Is the Fed instrument-rated?
There is a reason the soft-landing metaphor is used to describe ideal Fed inflation-fighting policy
04.13.23
50/30/20 rule helps with budgeting
Humans are fallible, and sometimes we just need guidelines. If you struggle to make sense of a sea of budgeting systems and apps, consider the 50/30/20 rule
04.07.23
What is Inflation?
If you watch the news, you certainly have heard the word “inflation.” But what is it, and how does it affect the average consumer
04.03.23
With recession possible, should I review my portfolio?
I’m worried that we might be looking at a recession in 2023. What do you think? Should I be doing something with my portfolio
03.20.23
Required Minimum Distributions in 2023
The age at which Required Minimum Distributions (RMDs) from qualified retirement plans must begin was lifted from 72 to 73, effective in 2023
03.17.23
First time home buyer assistance through First Front Door
Buying your first home can be one of the most exciting times in your life. It can also be among the most stressful, as you try to find the right financing options
03.14.23
How to avoid a phishing attack
Perhaps you have heard people talk about phishing, but you don’t really understand what it is. Simply put, phishing refers to the act of trying to get personal information under false pretenses
03.07.23
Business owners can succeed with a personal touch
Studies show it costs business owners much less to keep an existing client than to pursue a new one
02.24.23
Are you ready to be an entrepreneur?
Entrepreneurs launching new businesses must recognize and understand their own strong points and limitations to compete in a crowded market
02.16.23
Can inflation be contained and are higher interest rates here to stay?
It has become clear that inflation is not as “transitory” as the Federal Reserve originally believed. In reaction to persistent inflation
02.10.23
Investing Retirement Funds in Bitcoin Seen as Risky
In 2022, Fidelity Investments made news with the announcement that they would make investing in the digital currency Bitcoin one of the investment choices available to 401(k) plan participants
01.25.23
Mortgage tips for first time home buyers
Buying a home for the first time is one of the most meaningful experiences in your life. But finding the home is just one step in the process
01.20.23
Charitable Giving; A donor-advised fund offers tax benefits
Taxpayers generally welcomed the rough doubling of the standard deduction in the 2017 tax reform legislation. One group that was worried about unintended side effects of the change
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