Breaking Bad Habits: How to Reverse Your Damaging Financial Routine
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Well, we did it. We made it through a pretty tough winter. While March is just getting started, we can’t help but feel so excited for the spring season to arrive. We like to think of spring as the season of renewal and rejuvenation. After all those long and cold…
Questions Financial Advisors Should Ask When Working with Couples
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This Valentine’s Day, skip the flowers and talk about money! Valentine’s Day is a time to celebrate love, but it’s also a great opportunity for your clients who are couples to reflect on their shared future, regardless of their age or stage in life. Money management and wealth planning are…
How To Plan Your Finances In 2023
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Hello, 2023! We hope everyone had a wonderful holiday season celebrating with family and friends. Let’s face it, last year was a tough year for many. From a tough economic climate to getting back into the office after two years of working from home, there was a lot of change….
Wells Fargo 401(k) Lawsuit- Here’s What You Should Know
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Imagine you begin investing in your employer offered 401(k) retirement plan, only to find out those managing said funds may not be working in your best interest. For employees at Wells Fargo, this is a sad reality many have faced. The company has agreed to pay $32.5 million after settling…
