Category: Financial Education

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Saving for Retirement: Key Differences Between a Traditional or Roth IRA

Having a healthy nest egg is essential to keep you in control of your finances in an insecure future. An Individual Retirement Account, or IRA, has become an invaluable tool...

Investing During a Bear Market

When you hear the term “bear market,” what do you think of? For many investors, bear markets can be a source of fear and anxiety. But unlike a real bear,...

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Inflation and Your Finances

Inflation seems to be the topic on everyone’s minds right now. But what is it exactly, and how does it impact your finances? By staying informed on what causes inflation...

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How to Develop a Healthy Emergency Fund

Beau McGlamery, CFP®, CMFC®,shares insights on what an emergency fund is and how to determine how much to save. When working with a wealth manager, one of the first questions...

Financial Wellness Month: Tools for a Prosperous Financial Future

Did you know that 77% of Americans feel anxious about their financial situation1? So, if you often find yourself stressing about money, you are not alone.   January is Financial Wellness...

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Beginner’s Guide to CD Laddering

Investing in Certificates of Deposits (CDs) is a great way for investors to minimize their risks and keep a portion of their investment strategy safe from changes in the stock...

Breaking Down the Basics of Retirement Accounts 

Have you ever felt overwhelmed by the menu in a diner? One that goes on and on for pages—offering you everything from breakfast to dinner, 24-hours a day? Retirement accounts...

Teaching Kids to be Smart With Money

Money may seem like a challenging topic to discuss with your children (especially when they are little) but it’s important to get the ball rolling as soon as possible. And...

Why Is Money So Emotional?

While our finances can stress us out, there are ways to take control Anyone who has ever lost sleep over credit card bills or stock market shake-ups knows that money...

To the Moon or Failure to Launch: A frank conversation on cryptocurrency

Somewhere between football, hard seltzer, and Dr. Dre, more than 200 million people saw four different ads from four different cryptocurrency exchanges during the Super Bowl. Whether this day signaled...

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