Video: Investing with a Financial Advisor

by Kolleen Schocke on
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*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their...

Building a portfolio that can handle market volatility amid the Coronavirus  

With Coronavirus worries creating rapid changes in the markets, your portfolio construction can be the difference between continued growth or difficult losses. The markets will ebb and flow, but the secret to quality...

How to Protect Your Identity

by Kolleen Schocke on
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More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon. While there are no hard and...

What Are Your Planned Giving Options?

by Kolleen Schocke on
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Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with the option to do so.

It’s Never Too Late to Save

by Thomson Financial on

Retirement can sneak up on you.

At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever, but now you can admit that the thought of retiring has its benefits.  Perhaps you’ve found yourself daydreaming about a little cabin on a...