How to Create and Maintain a Budget
Whether you’re earning a six-figure salary or just out of college, creating and maintaining a budget is a must. Having a...
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Finance Cost of Owning a Pet
Has a dog or cat grabbed hold of your heart? It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr...
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Planned Giving Goes Further
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support...
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Why Financial Literacy is Important
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you...
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How to Create a Financial Plan
Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to...
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What Are Your Planned Giving Options?
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If...
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Top 5 Things 20-Somethings Need to Do
If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial...
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Required Minimum Distributions (RMD) for Charitable Giving
Give your RMD to charity and lower your taxable income.
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Social Security History and Benefits
Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935...
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Market Commentary 9 September 2019
Ridin' the storm out
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What is Zombie Debt?
Zombie debt is old debt that is typically written off as bad debt by the original creditor and then later sold to...
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Art as an Investment
Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other...
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