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  • Two People Reviewing Finances

Money Tips for Better Relationships

2021-06-07T23:17:49-05:00May 26, 2021|Categories: Resource Center, Weekly Update|Tags: , , , , |

Money Tips for Better Relationships

Research suggests that 70% of married millennial couples argue about financial decisions. However, when couples work together to address their finances, they may be able to mitigate many of the problems money may cause in a marriage. Grab a copy of our new resource for 10 money tips to build better relationships. https://bit.ly/2RCJOtt

  • Woman Drinking Coffee On Bench With Dog At Her Side

9 Crucial Steps to Ensure You’re Prepared for Retirement

2021-05-14T17:51:32-05:00March 26, 2021|Categories: Resource Center, Weekly Update|Tags: , , , |

9 Crucial Steps to Ensure You’re Prepared for Retirement

How do you envision your retirement? The answers to that question are very different and very personal for all of us. To help you prepare and decide how you want to live in your second act, you’ll need to cross some important items off your to-do list. Grab a copy of our handy checklist – organized the way we like to work with our clients – to help you visualize how far you’ve come and where you want to go. https://bit.ly/2Pm7S21

  • Thriving In The Gig Economy

Thriving in the Gig Economy

2019-06-21T10:14:03-05:00June 21, 2019|Categories: Resource Center|Tags: , , , |

Thriving in the Gig Economy

Approximately 57 million Americans participate in the gig economy. While the gig economy has been around forever, the number of freelancers has increased exponentially. The need for these freelancers and side hustlers to save for retirement is greater than ever. Check out our new piece where we examine 4 critical areas of personal finance that should be a focus for freelancers looking to get ahead. http://bit.ly/2L0puN0

Women & Investing

2019-03-20T10:08:22-05:00March 20, 2019|Categories: Resource Center|Tags: , |

Women & Investing

Women investors face special challenges that make financial literacy and advanced planning especially important. For example, women are more likely to outlive their husbands or have divorce disproportionately affect them, making long-term financial strategies especially critical. Grab a copy of our new resource for women who are seeking perspectives on how to take control of their financial lives. We hope you’ll share it with the women in your life http://bit.ly/womenandinvesting

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