Managing Taxes on Your Investments
February 19, 2025
Presented by Scott Portlock CFP®, CLU® When it comes to your money, it’s not what you earn, it’s what you keep. Here are some ideas that may help le...
READ MORE...Protecting Yourself from Identity Theft
February 13, 2025
Presented by: Ben Murphy, CPA, PFS™, CPFA® You may be like most people. You believe that identity theft could never happen to you. Then, one day, y...
READ MORE...Valentine’s Day: A Day of Love, Investment, and Planning for the Future
January 14, 2025
Valentine’s Day isn’t just about chocolates, flowers, and romantic dinners — it’s a day to express love and appreciation for the ones who matter most, i...
READ MORE...Are Subscriptions Draining Your Bank Account?
January 8, 2025
How To Identify, Track, and Manage Subscriptions This month’s post “Are Subscriptions Draining Your Bank Account?” dives into the potential financial tol...
READ MORE...Digital Legacy Planning: Protecting Your Online Assets
December 9, 2024
Over the years, you’ve carefully managed your finances online—whether it’s checking your bank accounts, making investments, or paying bills. Your cloud st...
READ MORE...Navigating Joint or Separate Bank Accounts
November 7, 2024
You’ve booked the venue, picked out the flowers, and sent the invites. But have you talked about who’ll pay the electric bill after the wedding? Managing fi...
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