Planner's Corner: Some Ways to Prevent Fraud

Fraudsters do not discriminate... young or old, all education levels, with resources or not. Recently, several clients have been victims of fraud ranging from a few hundred dollars to hundreds of thousands....

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Involved In Our Community

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Three Big Questions about the Post-Pandemic Economic Outlook

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It's time in the market that matters most

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Recession Fears, Market Sell-off - Key Questions for What Comes Next

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Insights in 5: Data Will Drive Economic Policy Forward

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How To Dollar-Cost Average Out of a HISA into a Diversified Portfolio

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Bank of Canada Cut Interest Rates in June with More Expected

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Moving Money Out of a High-interest Savings Account

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Bloom Where You Are Planted: Honduras 2024

Several of you have asked for more information and pictures about my annual trip to Honduras. From January 15-26, I was one of a group of nine that mixed concrete and helped build latrines, floors and pilas (water storage)....

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