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What is a Fiduciary?

13 Mar 2024
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In the labyrinthine world of finance, one term that often comes up is “fiduciary.” But what does it really mean, and why should it matter to you? This is something that many investors overlook when […]
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Faith and Finances: Recognizing Subtle Signs of the Love of Money
Faith and Finances: Recognizing Subtle Signs of the Love of Money
5 Nov 2024
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As stewards of the wealth entrusted to us, it is essential to recognize that the love of money can manifest in various forms. Christians are well aware of the scripture’s warnings about the love of […]
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What Do I Do if ____ Wins the Election?
What Do I Do if ____ Wins the Election?
If you have strong political leanings, even the thought of the party you support losing a presidential election might be demoralizing. In that moment, you might be feeling frustrated, anxious, or even angry—you may even […]
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Trump vs. Harris: How the Upcoming Election Impacts Financial Plans
Trump vs. Harris: How the Upcoming Election Impacts Financial Plans
As the presidential election on November 5 approaches, the financial landscape is filled with questions about how this election impacts financial plans. Recent polls indicate a competitive race between former President Donald Trump and Vice […]
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4 Must-Read Books on Making the Most of Retirement
4 Must-Read Books on Making the Most of Retirement
29 Oct 2024
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Retirement is an exciting phase of life, offering the freedom to explore passions and focus on making the most of retirement. It’s also a time for reflection, personal growth, and reinventing yourself. To help you […]
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Do I Need to Hire a CERTIFIED FINANCIAL PLANNER® Professional?
Do I Need to Hire a CERTIFIED FINANCIAL PLANNER® Professional?
Financial advice and planning are unique to each individual’s situation—and so is the decision to hire a CERTIFIED FINANCIAL PLANNER® professional. For instance, a business owner may need guidance structuring their first deal, while a […]
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Understanding the Corporate Transparency Act: Beneficial Ownership Information Reporting Requirements
Understanding the Corporate Transparency Act: Beneficial Ownership Information Reporting Requirements
22 Oct 2024
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The Corporate Transparency Act (CTA) is set to bring big changes for businesses across the country, especially with the introduction of the Beneficial Ownership Reporting Rule. Whether you’re a business owner or part of a […]
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The Importance of Staying Social During Retirement
The Importance of Staying Social During Retirement
18 Oct 2024
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Retirement is a significant milestone, a time when people often dream of having more freedom to pursue hobbies, travel, and relax. However, what many retirees don’t anticipate is the challenge of maintaining social connections once […]
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A Quick Guide to Understanding and Maximizing Your Employee Benefits
A Quick Guide to Understanding and Maximizing Your Employee Benefits
Understanding and maximizing your employee benefits is crucial to pursuing long-term financial stability and well-being. If you’ve recently received notification that it’s time for your annual Benefits Election season, this guide will help you navigate the […]
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5 Insights on the Fed, Election, and Volatility in Q4
5 Insights on the Fed, Election, and Volatility in Q4
As we enter the final quarter of the year, financial markets and the economy have surprised many investors. Instead of entering a recession, the economy has experienced steady, albeit slower, growth, and inflation rates have […]
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