Giving Yourself an End-of-Year Financial Review

Posted by on November 8th, 2022 in Uncategorized

Giving yourself an end-of-year financial review is a wonderful way to check on the progress you’ve made toward your goals, highlight areas needing improvement, and update your accounts, funds, and investments. Here’s all you need to know about this important end-of-year ritual. Step 1: Review all your debts and create a payoff plan Take a […]

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Start Planning For Your Retirement

Posted by on October 7th, 2022 in Uncategorized

It’s never too early—or too late—to start planning for your retirement. However, like all long-term savings goals, retirement should ideally be planned for as much in advance as possible. That’s because the more time you allow for your savings to grow, the bigger the nest egg you’ll be rewarded with when it’s time to cash […]

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How does a financial POA work?

Posted by on September 8th, 2022 in Uncategorized

Q: What is a financial power of attorney and how does it work? A: A financial power of attorney (POA) is a legal document that grants a designated agent the authority to act on behalf of the principal agent in financial matters. The designated agent is often referred to as the attorney-in-fact and the principal agent is […]

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7 Tips for a Budget-Friendly Road Trip

Posted by on August 1st, 2022 in Uncategorized

With Summer coming to an end, there’s never been a better time to pack up the car, RV or camper van and set out on the road trip of a lifetime. However, without careful planning, a road trip can get pricey, especially with soaring gas prices and the rising costs of food. For this reason, […]

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7 Reasons to Buy an RV or Campervan

Posted by on July 11th, 2022 in Uncategorized

If you’re thinking of road-tripping for your summer getaway, think RVs. Recreational vehicles and their close cousin, campervans, are growing increasingly popular as more families hit the road for a true American adventure that’s easier on the wallet and heavy on the fun. When purchasing an RV, you can go all out with a fully […]

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Beware of Sport Ticket Scams

Posted by on June 27th, 2022 in Uncategorized

There’s nothing quite like watching sports live. The energy, the cheers, the game! But tickets to live sporting events can be pricey, and scammers know this well. They’ve come up with all sorts of scams involving the sale of sport tickets, and often, they succeed at conning innocent victims out of their money. Here’s what […]

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