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March 8, 2021
Tips for Women to Build Financial Independence

Every woman needs to balance her financial past with her financial future. Here are some tips to help you with the management of your personal finances so you can look towards the future and start building financial independence.

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March 2, 2021
10 Money Mistakes Millennials Should Avoid

Many millennial households are on their way to building substantial wealth. They can help themselves over the long term by avoiding several key errors. Here are the 10 most common millennial money mistakes as observed by a wealth advisor.

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February 14, 2021
A Valentine's Day Couple - Susanna and Jason

Do you and your spouse argue with one another over spending? You’re not alone: In fact, according to a survey conducted by Artemis Strategy Group: 73% of individuals have money management styles that are different from their partner’s; 50% of individuals say financial matters cause the most stress in their lives; and 31% of all […]

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February 9, 2021
Understanding the History of the January Effect

Can the monthly performance for January predict the rest of 2021?The January Effect is not just a Wall Street myth as several prominent studies have confirmed its existence.

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February 2, 2021
Punxsutawney Phil and the Shadow of 2021

Winter might be six weeks longer, but it might be better to spring clean your investments now, rather than waiting until spring.

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January 22, 2021
How To Keep All Your Financial Accounts & Assets Neatly Organized

Don’t let disorganization become one of your biggest money problems.

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January 6, 2021
Your 2021 New Year’s (Financial) Resolutions

Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a handy to-do list for every month to cultivate better financial health.

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December 14, 2020
Time to be a Contrarian on the Housing Market?

According to the National Association of Realtors, existing-home sales grew for the fourth consecutive month in September as each major region saw month-over-month and year-over-year gains.

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November 20, 2020
Vets, Don't Miss Out on Hidden Benefits

There are several substantial benefits many veterans and their families are eligible for, but may not be aware of. This article sheds light on a wide range of those overlooked benefits and gives you resources to learn more.

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November 20, 2020
Open Enrollment Season is Around the Corner

Open enrollment for employee benefits kicks off this month. While you plan your Thanksgiving menu, review your benefit choices. Benefits change this year like few years before. This article will give you pointers on what you should consider.

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