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News & Insights

It’s a New Year! Is it Time to Reevaluate Your Financial Plan? Thumbnail

It’s a New Year! Is it Time to Reevaluate Your Financial Plan?

A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. And after the year we just had, a fresh start is just what we need. As you transition into 2021 and all this year will bring, take some time to think about your long-term plans and reevaluate your decisions, especially in the following key areas.

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Five Financial Actions to Take Before the Ball Drops in 2020 Thumbnail

Five Financial Actions to Take Before the Ball Drops in 2020

If you want to put your head down and just get through the rest of December so 2020 can be over, we get it. In the midst of canceled plans, work stoppages or adjustments, complicated family decisions, and (as if that weren’t enough) financial challenges, many Americans feel like they haven’t had much control over anything this year. But there’s one area where your actions can make a big difference today and down the road: your finances. So even though there are plenty of unknowns ahead, follow through on these 5 financial actions before the ball drops on December 31st to give yourself a leg up.

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What We Are Thankful for in 2020 Thumbnail

What We Are Thankful for in 2020

While Thanksgiving became an official holiday in 1870, Americans have been taking part in this tradition of gratitude since the Pilgrims arrived on our shores. Since then, our country has experienced wars, depressions, natural disasters, social upheavals, and international crises, and still we come together at this time of year to remember what’s important and be grateful for what we have. This year, in the middle of a global pandemic and a charged election season, we think it’s more important than ever to celebrate Thanksgiving and turn our minds to our many blessings.

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See a Sample Financial Plan Thumbnail

See a Sample Financial Plan

While creating a financial plan is in a different category than buying a car or putting an offer on a home, we believe it’s just as significant of an investment. It’s important that you know what to expect before you commit to the financial planning process with a particular professional.

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