E.g., 02/27/2020
E.g., 02/27/2020
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  | Financial Wellness

How to Manage Debt (and Still Have Fun)

Yes, it’s true: spending money is fun. Buying a new TV, treating yourself to a massage, taking a vacation—all of these things can feel, well, awesome. Especially when you’re rewarding yourself for the hard work you do. But going into debt to be good to yourself? That takes a little of the shine off the experience, doesn’t it? Fortunately, it’s possible to enjoy life and manage debt, at the same time!
  | Financial Wellness

Protecting your retirement planning with insurance

Life insurance can help you manage what’s unpredictable while you save for your future and after you retire. And depending on your personal situation, there are ways to use life insurance that you may not have considered.
Health Savings Accounts (HSAs) were established in 2003, as part of the Medicare Prescription Drug, Improvement, and Modernization Act, and have since become an increasingly popular option for consumers and employers seeking to manage their healthcare costs.
Managing finances properly takes planning and commitment, but sometimes we need an extra push to really cut costs. If you’re drowning in debt or struggling with living paycheck to paycheck, you might be in need of a drastic change.
  | Insights

From a grateful veteran

As we approach a day when the nation expresses gratitude to the men and women who have served in its military, this veteran would like to leverage Veterans Day 2016 to do three things: 1) Express gratitude for the opportunities that our military gave me; 2) Encourage hiring managers to seek out qualified veterans when filling jobs; and 3) Offer to assist any veteran who is making a career transition to the civilian workforce.
  | Insights

Culture Counts

How corporate culture is a differentiator.
  | Financial Decisions

Financial Plan = More Satisfied Customer

It’s not surprising that customers who have a financial plan tend to be more satisfied with their financial advisor than those who don’t have a plan

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