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Is Your Financial House in Order For 2025?

January 22, 2025
Have you considered whether your financial house is in order? Now that we are into the new year, it’s a good time to take inventory and spruce it up. Review the following helpful hints to update your financial home!
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  • A happy, young couple just got the keys to their first home.

    Can the Next Generation Afford Home Ownership?

    July 22, 2025

    This article explores factors influencing housing affordability, the impact of current economic conditions, and future prospects. Readers will discover insights into decision-making for first-time real estate purchases and strategic approaches to homeownership.

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  • A young couple is reviewing a document, in front of their laptop, sitting at a table.

    One Big Beautiful Bill: What You Need to Know

    July 15, 2025

    See the latest insights into the recent legislative bill. We will address the primary questions you might have about tax policy changes in effect now. Discover its significance and potential impacts on personal and professional fronts, and the steps you might need to consider.

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  • A concerned man reviews his grocery bill in front of the produce section of a market. There is a cargo ship and containers, as well as a truck to transport goods, in the background. There are dollar signs signifying the cost of items in the supply chain is a concern.

    Tariffs, Trade and Your Grocery Bill

    July 7, 2025

    How do tariffs affect what you pay at the grocery store? This article dives into the complex relationship between trade policies, groceries and durable goods, as well as impacts on your portfolio. It unravels the mystery of why prices rise or fall based on global trade changes and helps the reader understand the bigger picture.

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  • 5 Battle-Tested Investing Tips & Wisdom

    July 1, 2025

    Soon we will celebrate our nation’s independence. It’s a good time to reflect on financial freedom, and wisdom to help guide a lifetime of investing. Consider these tips on what not to do with your hard-earned money! These principles help guide long-term victory.

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  • Volatility Doesn't Mean Failure

    June 24, 2025

    During market volatility, people question how it shapes their future. Explore the realities of fluctuations and uncover strategies that can turn negatives into opportunities. Understand resilience and balance, and why volatility doesn't have to mean failure.

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  • Does Your Business Need An Internal Audit?

    June 17, 2025

    Discover the role and benefits of internal audits, as well as the many different types. They may help you assess whether your business processes are efficient and compliant. They can also uncover insights into improving organizational health for long-term success.

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  • Time to Reassess Your Portfolio?

    June 10, 2025

    Are you wondering if your investment portfolio is still aligned with your goals? This article explores how market shifts and personal circumstances may signal it's time for a review. Questions around two key principles for managing portfolios are addressed.

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  • Shelter From the Storm: What is Umbrella Coverage and How Much is Enough?

    June 3, 2025

    Life can bring surprise storms when you least expect them. Is homeowner’s and auto insurance enough to weather a bad storm, or is there something more? This article covers the purpose of umbrella coverage and how it can protect a household in a financial downpour.

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  • May Student of the Market

    May 27, 2025

    In 2025, diversification helps with stock market volatility, and April saw the volatility index rise to its highest point since the pandemic. We also look at alternative strategies, bond performance, and scenarios surrounding interest rate cuts later in the year.

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  • Navigating Life's Biggest Moments: From Milestones to Curveballs, Are You Prepared?

    May 19, 2025

    Are you facing major life transitions? Whether expected or unexpected, this article dives into the core questions that many of us will face either now or in the future. The better prepared you are, the more confidence you will have to navigate them when the time comes.

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