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My Favorite Financial Planning Tool

Published by Ron Carson The digital world is filled with financial planning tools and apps that can help you take stock of specific aspects of your financial situation, whether that is how much you are spending on lattes or whether you are saving enough for retirement.

Financial Planning is for Everyone

Published by Beth Schanou Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to emb …

3 Ways to Manage Emotional Investing

Published by Jessica Golson This deep into one of the longest bull markets in recorded history, some investors are beginning to ask how much longer this will last and what should they do. Well, I’m not going to answer that question or make market predictions, but I will go over an essential …

Medicare 101: What You Need to Know

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases.

Fallout from Equifax Breach

143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies.

Safeguarding Personal Information

Electronic theft of personal information is the fastest-growing crime in the United States, with more than two billion personal records stolen worldwide in 2016. Protecting your personal information is a key component to reducing the potential that your information may be stolen.

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