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Wednesday, August 3, 2022

It’s that time again. A clean slate. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead. Perhaps a slimmer you. Or a stronger you. Or a you that can finally speak Italian, make perfect risotto, and...

Wednesday, July 20, 2022

July 2022Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year.• Goals still the...

Friday, July 8, 2022

As a certified financial planner, I often find that working with people and their money is like solving a good puzzle. This is especially true when I work with those in the "sandwich generation". The sandwich generation is defined as...

Friday, June 24, 2022

During the last few years, borrowers and spenders have enjoyed historically low interest rates. However, analysts all agreed that at the Federal Reserve’s June meeting, interest rates were going to be increased. Although rising...

Monday, June 6, 2022

_____________________________________________________________________________Responsible money management is often a foreign concept to teens that is complicated and confusing. Yet, if they learn how to save and be financially...