Blogs

The Three T’s of Effective Trustees

The Three T’s of Effective Trustees

ESTATE & GIVING Here’s how to choose a trustee that’s up to the important task at hand. Choosing a trustee – the person or entity who’ll manage the assets within your trust – is no easy task. This important role comes with a number of responsibilities and...

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Protect Your Loved Ones: Life Insurance For You

Protect Your Loved Ones: Life Insurance For You

Life insurance can be a crucial tool for ensuring that the people you care about will be financially taken care of in the event of your passing. A life insurance policy’s death benefit helps enable confidence and protection through trying times. We feel these...

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Boost Your Financial Literacy

Boost Your Financial Literacy

In a world where financial decisions impact various aspects of our lives, being financially literate can be crucial for personal empowerment and success. From budgeting and saving to investing and retirement planning, understanding financial concepts can help pave the...

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Opportunity Blooms in Tax Season

Opportunity Blooms in Tax Season

TAX PLANNING Whether you get a refund or end up owing, you have options. Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. If you receive a refund So you worked...

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Spring Clean Your Finances

Spring Clean Your Finances

As the flowers begin to bloom, the days get longer, and the weather begins to warm, you might be planning to do a deep spring clean of your home. While you’re planting a flower bed, cleaning out a closet, or clearing out your gutters, it’s also the perfect time to...

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10 Common Scams & How to Avoid Them

10 Common Scams & How to Avoid Them

Familiarize yourself with these common swindles. 1. Compromised bank account scam You receive a call or email from someone claiming to be from a financial institution or federal/state agency (e.g., IRS, Federal Reserve, FBI) saying that your financial accounts are at...

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The Importance of a Will & Keeping it Updated

The Importance of a Will & Keeping it Updated

Having a will is a crucial aspect of estate planning that ensures your assets are distributed according to your wishes after you pass away. Without this legal document, the distribution of your estate will be determined by the laws of your state, which may not align...

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The Simplicity of a SIMPLE IRA

The Simplicity of a SIMPLE IRA

Are you a small business owner looking for ways to help your employees save for retirement? If so, you may want to consider offering a SIMPLE IRA plan. A SIMPLE IRA (Savings Incentive Match Plan for Employees Individual Retirement Account) is a retirement plan...

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Reviving Your Retirement Plan: Accelerated Savings After 40

Reviving Your Retirement Plan: Accelerated Savings After 40

Retirement planning is a critical aspect of personal finance, yet many people find it challenging to save enough money for their golden years. If you're worried about your retirement plan, it's not too late to revive it, and if you don’t have a retirement plan, it’s...

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