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So far Marketing has created 72 blog entries.

Four Reasons to Invest

Forty-two percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough. Why Invest? [...]

By |2023-12-06T08:46:18-05:00December 6th, 2023|Investment Center|0 Comments

A Bucket Plan to Go with Your Bucket List

John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1 One approach is to segment [...]

By |2023-11-30T09:45:49-05:00November 30th, 2023|Investment Center|0 Comments

Get Your Money in Holiday Mode

As the holiday season approaches, it’s fun to get swept up in the festive spirit and the joy of giving. However, it’s also a time when our wallets can feel the strain of gift-giving, holiday feasts, and family getaways. This year your financial wellness doesn’t have to take a holiday break. Your [...]

By |2023-11-30T09:40:52-05:00November 28th, 2023|Budgeting|0 Comments

Safeguarding Seniors: Preventing Elder Financial Abuse and Scams

The vulnerability that comes with age should be met with care and respect, but unfortunately, some individuals prey on the trust and diminished capacity of the elderly, subjecting them to financial scams and coercion. Elder financial abuse is a distressing reality where perpetrators exploit seniors, often forcing them to withdraw funds or tricking them [...]

By |2023-11-20T10:32:50-05:00November 20th, 2023|Scams|0 Comments

Romance Scams: Unveiling Deceptive Hearts

In the digital age, matters of the heart have extended into the realm of the virtual world. Unfortunately, this shift has also given rise to a particularly heart-wrenching cybercrime known as romance scams. These scams exploit individuals seeking love and companionship online, often leading them down a path of emotional manipulation and financial loss. [...]

By |2023-11-13T09:51:13-05:00November 13th, 2023|Scams|0 Comments

Important Birthdays Over 50

Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the last. When you are older, "and-a-half" birthdays start making a comeback. In fact, starting at age 50, several birthdays and "half-birthdays" are critical to understand because they have [...]

By |2023-11-10T08:46:42-05:00November 10th, 2023|Investment Center|0 Comments

The Cost of Procrastination

Some of us share a common experience. You're driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You've experienced one of the costs of procrastination. Procrastination can [...]

By |2023-11-08T08:42:41-05:00November 8th, 2023|Investment Center|0 Comments

Unmasking Impersonation Scams: Beware of False Identities

In the realm of cybercrime, impersonation scams stand as a significant threat to individuals and organizations alike. These scams involve perpetrators assuming false identities to deceive victims into believing they are interacting with a trustworthy source. In this article, we will delve deep into the world of impersonation scams, focusing on tactics such as [...]

By |2023-10-30T10:01:26-04:00October 30th, 2023|Scams|0 Comments

Retirement Realities

Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time. In fact, few retirees find their financial futures playing out precisely as they assumed. But, understanding some of the more common assumptions about retirement may help you get closer to your [...]

By |2023-10-18T16:27:44-04:00October 18th, 2023|Investment Center|0 Comments