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So far Marketing has created 73 blog entries.

Financial Strategies for Women

Nearly 60% of women take sole responsibility for making investment decisions, yet only 19% of women feel very confident in their ability to fully retire with a comfortable lifestyle.1,2 Although more women are providing for their families, when it comes to preparing for retirement, they may be leaving their future to chance. [...]

By |2024-01-17T08:50:57-05:00January 17th, 2024|Investment Center|0 Comments

How Boomers and Millennials Differ

We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held notions as new values and interests become more prominent. In short, the economy is changing, and while some of these new practices might raise an [...]

By |2024-01-11T08:49:13-05:00January 11th, 2024|Investment Center|0 Comments

Reviewing Your Life Insurance Needs

Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example of this is life insurance. If you have a life insurance policy that you haven't reviewed recently, it [...]

By |2023-12-13T08:44:16-05:00December 13th, 2023|Investment Center|0 Comments

Budget-Friendly Strategies for Charitable Contributions

November and December are big spending months—in 2022 holiday sales surpassed $960 billion. The holidays are also a time to give back, and there are affordable ways to make a meaningful impact this season. The holiday season is officially in full-swing, and if last year’s numbers are any indication, November and [...]

By |2023-12-08T08:45:01-05:00December 8th, 2023|Budgeting|0 Comments

Four Reasons to Invest

Forty-two percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough. Why Invest? [...]

By |2023-12-06T08:46:18-05:00December 6th, 2023|Investment Center|0 Comments

A Bucket Plan to Go with Your Bucket List

John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1 One approach is to segment [...]

By |2023-11-30T09:45:49-05:00November 30th, 2023|Investment Center|0 Comments

Get Your Money in Holiday Mode

As the holiday season approaches, it’s fun to get swept up in the festive spirit and the joy of giving. However, it’s also a time when our wallets can feel the strain of gift-giving, holiday feasts, and family getaways. This year your financial wellness doesn’t have to take a holiday break. Your [...]

By |2023-11-30T09:40:52-05:00November 28th, 2023|Budgeting|0 Comments

Safeguarding Seniors: Preventing Elder Financial Abuse and Scams

The vulnerability that comes with age should be met with care and respect, but unfortunately, some individuals prey on the trust and diminished capacity of the elderly, subjecting them to financial scams and coercion. Elder financial abuse is a distressing reality where perpetrators exploit seniors, often forcing them to withdraw funds or tricking them [...]

By |2023-11-20T10:32:50-05:00November 20th, 2023|Scams|0 Comments

Romance Scams: Unveiling Deceptive Hearts

In the digital age, matters of the heart have extended into the realm of the virtual world. Unfortunately, this shift has also given rise to a particularly heart-wrenching cybercrime known as romance scams. These scams exploit individuals seeking love and companionship online, often leading them down a path of emotional manipulation and financial loss. [...]

By |2023-11-13T09:51:13-05:00November 13th, 2023|Scams|0 Comments

Important Birthdays Over 50

Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the last. When you are older, "and-a-half" birthdays start making a comeback. In fact, starting at age 50, several birthdays and "half-birthdays" are critical to understand because they have [...]

By |2023-11-10T08:46:42-05:00November 10th, 2023|Investment Center|0 Comments