Webinar Recording: How to Simplify Your Financial Life Before Retirement

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Retirement is a major change, which can come with a certain amount of stress. You’ll reduce the anxiety by streamlining your life. This webinar addresses simplifying your accounts, going paperless and automatic for as much as possible, and focusing on things that bring you the most value. What to Learn More?You may enjoy these other […]

Webinar Recording: How to Save for Retirement When You Don’t Feel like You Can

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Saving for retirement is important, but there are always far too many more pressing expenses. But every dollar counts, and careful planning can result in a growing nest egg, even if you start small. This webinar addresses how much to save, obstacles that might be holding you back, and strategies both big and small to […]

How to Use Mobile Payment Apps

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The mobile payment app revolution came without instructions. If you’re less tech savvy, it might be hard to know how to get started.

Webinar Recording: From Blockchains to NFTs – A Conversation about Cryptocurrency

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Cryptocurrency is an often misunderstood emerging field in the financial world. This webinar addresses the basic vocabulary of cryptocurrency, including the differences between different types of cryptocurrencies like Bitcoin, Ethereum, Celsius, and others. It also touches on current and future applications of cryptocurrency. Matt Havin, a cryptocurrency investor, data analyst, and meteorologist, presents along with […]

Webinar Recording: Beneficiary Designations – Top Ten Mistakes to Avoid

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When someone passes away, their assets can be tied up for years in probate court—unless those assets are set to pass directly to a beneficiary. Assets that can transfer without probate include life insurance policies, retirement plans, and payable-on-death accounts. This webinar addresses the importance of naming a primary and contingent beneficiary, how to word […]

Webinar Recording: Why Everyone Should Have a Financial Planner

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While older and richer individuals are more likely to have a financial advisor, even young people and those without high incomes can benefit. Wise management of a small amount of money can help it grow. This webinar addresses benefits of hiring a financial advisor, how to work with one, and goals your financial planner can […]

Webinar Recording: Debt

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Debt can be a trap that prevents someone from building wealth, but it can also be a tool used to propel them forward toward goals. It’s vital to learn how to borrow judiciously and not let debt become a lifestyle. This webinar addresses good and bad debt, debt payoff strategies, and ways to avoid debt. […]

Payday Loans and How to Avoid Them

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A payday loan can help you survive just till your next paycheck. But they often begin a debt cycle you will struggle for years to escape.

Webinar Recording: Buying and Selling Your Home at the Same Time

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When a move involves both buying and selling a home, stress and anxiety are doubled. What if you manage to sell but find nothing to buy? What if you’re on target to buy, but your own buyer backs out? This webinar addresses buying, selling, and managing common issues between the two. Glenn Shelhamer, award-winning real […]


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Foreclosure allows lenders to recover some of the amount owed to them by selling or taking ownership of the mortgaged property.


Petition to File For Bankruptcy

Bankruptcy is a process by which you can be forgiven from debts you can no longer pay, while settling with creditors for part of what you owe.

Credit Scores

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Your credit score records, in numerical form, your record at borrowing money and paying it back. Here’s how to boost yours.


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With interest rates at a historic low, many Americans are considering refinancing their mortgage.

Using a Credit Card Wisely

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Many people find a credit card a useful addition to their personal finance toolkit. But it’s vital to learn the rules for wise card use.

Mortgage Basics

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A mortgage is a loan used to buy property, which uses the property as collateral. Mortgages are usually a safe bet and can help you build wealth.

Auto Insurance Basics

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Auto insurance is one of the most necessary types of insurance to buy. But you should thoroughly research your options.

Debt Payoff Strategies

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Whether it’s student loans, credit cards, medical bills, or mortgages, you need to figure out a financial strategy to pay off your debt.

Auto Loan Tips

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Whether you are considering taking out an auto loan or are trying to pay off an existing one, here are some strategies to keep in mind.


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When you think about taxes, you might first think about your accountant. However, a financial advisor can also help you with your taxes. In 2017, Americans paid a whopping $1.66 trillion in taxes to the federal government. If you feel like you paid more than your fair share of that $1.66 trillion, you might want […]

Banking and Debt Management

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Charles Dickens once wrote, ““Annual income twenty pounds, annual expenditure nineteen and six, result happiness. Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.” Not much has changed since his day. The simple goal of all financial efforts is to spend less than we earn. Too many of us fall just […]

Five Questions to Ask Before Buying a Home

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Five Questions to Ask Before Buying a Home Buying a home is a financial goal for many Americans. But it’s hard to say when is the right time to make such a big step. Too many people have been suckered into subprime mortgages they couldn’t afford, so that the home was an expensive burden rather […]