How to Protect Your Finances While Traveling On Vacation
Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations...
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Avoiding Retirement Woes
How to Avoid Retirement Woes According to the American Institute of CPAs (AICPA), the top concern of retirees is running...
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5 Things to Teach Your Kids About Finances
If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with...
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401(k) vs. IRA
As the go-to investment option for most companies and their employees, 401(k) plans provide many benefits to plan...
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The Power of Compound Interest
Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the...
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House Buying Tips
Buying a house is one of the biggest, if not the biggest purchase you’ll make in your lifetime. Here are some tips and...
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Top Strategies for Charitable Giving
We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion...
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Gary Vawter Featured on CNBC
Many advisors see their role as being defined as seeking rate of return and managing their clients' investment risk...
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Tax Planning Basics
For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most...
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Employee Spotlight - William Whitaker
You talk to him in the meetings, but do you really know William Whitaker? Does he just live in that 12x12 office doing...
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Think You’re Covered for Travel Abroad? Think Again
World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers...
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Social Security History and Benefits
Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935...
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