Best Practices
A Simple & Important Way to Protect Your Personal Information
During the Mortgage Process When you’re making a major purchase that requires a credit pull — like getting a mortgage or buying a new…
Read MoreSave Money by Doing a Home Insurance Policy Review
Many of our clients are especially conscious of making smart money decisions right now. With inflation and consumer costs on the rise, have you…
Read MoreLet’s Chat Taxes
What to do now to prepare for the 2022 tax season Tax day is April 15, 2022 — which may feel like a long…
Read MoreTwo Easy Ways to Take Control of Your Spam Calls
Data privacy is understandably a hot topic. Millions of Americans aren’t aware of just how easily some of their personal information is sold to…
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Is Your Insurance Working For You?
When was the last time you looked at your insurance coverage? Ideally, the answer to that question is sometimes in the last year. Many…
Read MoreCreating Small Habits for Big Change: The Seinfeld Strategy
As a company, we kicked off 2021 reading the book Atomic Habits together. The overriding premise is that we can make incremental changes that…
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Start 2021 Strong: The Net Worth Calculator
Hello, 2021! While there have been no shortage of major events recently, this is a natural time of year to reflect on the past…
Read MoreTwo Major Tax Changes for 2020 Charitable Giving
It’s natural to reflect at the close of another calendar year. And after the historic events of 2020, many people aren’t sad to…
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How to Have a More Secure Mobile Payment Experience
Today’s smartphones can be used for so much–cameras, phones, web browsers, even mobile payments. And while mobile payments can be more convenient—and in some…
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