National Organize Your Files Week: How to Keep Up With Organization

It’s all fun and games until you can’t even keep up with yourself let alone, work, family, friends, school, and now you’re being asked to stay organized on top of it!   We want to share some tips we thought were extremely helpful in getting a system in place that you can actually benefit from.…

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National Organize Your Files Week: Do I Need A Safety Deposit Box?

Literally Misplacing Money When we were younger, our parents used to do Easter egg hunts with us on Easter morning with plastic eggs. Green eggs were filled with money (ranging from $1-$5- don’t worry no 100s in our eggs) and the other colors were filled with candy. On one particular year, my parents decided to…

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6 Tips to Manage Holiday Spending Stress

While the holidays should be a time of joy and love, we are often faced with stress during the preparation for the big day. Here are 6 tips to help you manage and reduce stress that accompanies the holidays, so that you can focus on feeling (and spreading! all the joy and love! Plan ahead…

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What Documents Are Needed to Create a Financial Plan With a Professional?

When you meet with a financial advisor to begin creating your financial plan, at first it may seem as though they ask for quite a bit of documentation and information about your personal financial situation. However, this information will help create the most complete and comprehensive financial plan. Additionally, the process of retrieving and organizing…

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How is Life Different the Day After the Election?

On November 9, 2016 the United States will have a new President of the country. The coming years of a new administration will truly end up being about money, finance and economics. National and global issues of debt, productivity, international trade, currencies and business climates will continue to have a very significant role in all…

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