Monthly Archives: November 2019

8 Tips for Secure and Successful Cyber Monday Shopping

As online shopping has grown more popular, retailers have added another unofficial shopping holiday to the calendar. In addition to the Friday after Thanksgiving, otherwise known as Black Friday, there’s now Cyber Monday. This is the Monday after Thanksgiving when online retailers offer great deals that are similar to the Black Friday “doorbusters.”  If you’re […]

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Address These 5 Financial To-do’s for 2020

As we head toward the end of 2019, now is a good time to think about your financial to-do’s and priorities for the new year. This is especially true since the new year will mark the start of a new decade. Here are 5 areas to examine as you prepare financially for the new year. […]

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Retirement Questions: Should You Move or Stay in Your Home?

One of the most important decisions couples must make in retirement is whether to stay in their current home after they retire or move somewhere else. While the term “snowbirds” has often been used to describe older Americans who move to warmer climates after they retire, a growing number of older Americans say they want […]

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Seven Year-end Tax Moves to Make for 2019

This is the second year since passage of the Tax Cuts and Jobs Act in December of 2017. If like many people you’re still adjusting to the new rules, now is a good time to start sorting things out with the end of the year approaching. Here are 7 tax moves to consider between now […]

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