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2016 Election - What Does it Mean for My Portfolio?

We're just a few weeks away from the presidential election. As a voter, you may be keenly interested in the election process. But as an investor, should you be concerned? If you take a look back, you would be encouraged over the prospects of the financial markets this year.

Why You Should Monitor Your Credit

Let’s state up front that you don’t need a credit monitoring service to stay on top of your credit status. For people who are diligent and deliberate in monitoring their own credit, they can do so by accessing a free credit report from each of the credit bureaus once per year at www.annualcreditreport.com.

Your Social Security Statement

The IRS used to mail your Social Security Benefit Statement annually.  A few years ago, they stopped mailing it and after feedback, have now gone back to mailing it every 5 years. It's also available online at any time at www.ssa.gov.  What should you do once you get your statement?  

Keeping Up With the Identity Thieves

Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII) they are constantly evolving in their technology and their techniques to stay one step ahead of you. In past blog posts we have hammered on the steps you need to take to fortify your defenses against identity theft.

Buying a New Car - Here are some tips!

A new car could be the most expensive purchase you make apart from housing. Before you go off with the first vehicle that catches your eye, you should think about how you plan to use and pay for the car. Here's a checklist.

The Basics

Paying Off Student Loans

Actively managing your debt is an important step, and your student debt may be one of the biggest financial obligations you have. There are many strategies that could help you manage student loans efficiently. Here is a checklist.

Social Security Administration Steps up Privacy Protection

Beginning in August, there is a new two-step security process in place to access your social security account. In order to view your account, all users will need a text-enabled cell phone number to log into their accounts at www.ssa.gov/myaccount.

To Rollover or Not Rollover Your 401k Plan – It Depends

One of the biggest decisions many of our clients face is what to do with their 401k plan when they leave their employer.

How to Build a Realistic Budget and Stick with it

At the core of any successful financial enterprise, be it a household or a business, is a sound and effective budget plan that is used to drive all cash flow decisions, large and small, on a daily basis.

Understanding the Money Value of Time

In the realm of financial planning, time is our most valuable asset.  It’s available to all of us, providing each individual with the same opportunity to optimize its value in building wealth. It’s the only resource we all have over which we have some degree of control.

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We have a wealth of experience in the financial services industry.

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