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Financial Planning

post-pandemic

Enjoy Post-Pandemic Life While You Leave Your Finances to Us!

How is your adjustment to post-pandemic life going? If navigating the new normal has got you thinking about how your saving and spending will change, you're ready to head out on vacation, or you're thinking about impacts to your finances in another way, let us take some of the weight off of your shoulders!
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Break in Case of Emergency

Whether it’s a pricey repair to a vehicle you rely on daily, a furnace that goes out in the middle of winter, or even a job loss, having an emergency reserve to draw from can mean the difference between staying on track toward your dreams — or your timeline for that next goal getting derailed.
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Fiduciary

Jason’s Financial Favorites: Your Full-Time Fiduciary

What's the difference between the fiduciary, suitability, and best-interest standards for financial professionals? I'll break it down — and let you know how you can find not just a fiduciary but a full-time fiduciary.
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taxes

How the Tax Deadline Change Could Affect You

With the deadline to file and pay 2020 taxes extended to May 17, 2021, for federal filers as well as taxpayers in Colorado and California, here's what you need to know about the change and how it could impact you. Learn the details of what's changing, what isn't — and why you shouldn't wait to file even though you've got more time this year.
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Create and Update Financial Plan

When Should You Create — and Update — Your Financial Plan?

How do you know when it’s time to create your financial plan? If you have goals that require money to achieve, there’s no time like the present. Whether you’re a do-it-yourselfer or shy away from money matters, learn when it might be time to make that plan, seek professional advice — and about the life changes that can make a meeting with your financial professional a necessity.
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Romance

Romance and Money: Let’s Get Fiscal!

Romance is in the air for Valentine’s Day, and we released a Personal Finance Module titled "Romance & Money." Here’s a free preview!
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7 Irrational Money Behaviors — and How to Combat Them

7 Irrational Money Behaviors — and How to Combat Them

To help you gain confidence and to develop systems as you improve your money habits, why not learn from others who make careers in helping people make better financial decisions?
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post-traumatic growth

Post-Traumatic Growth: Our Year in Review

To close out what has been a difficult year for many, we share personal stories of gratitude as 2020 comes to an end. Join us as we look forward to post-traumatic growth in 2021 and beyond!
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Financial

Reflecting on 2020: 5 Financial Industry Impacts

As we get closer to the end of 2020, we reflect on a most unusual year. Learn about five financial impacts that affected us and the industry this year.
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