Spin on Spending

Do you ever wonder where your money goes each month? Does it seem challenging to get ahead? If so, establishing a budget can help keep track of how you spend your money and help you reach your financial goals. Examine your financial goals Before you establish a...

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Fraud continues to be a prominent issue impacting consumers, businesses and financial institutions. According to the Federal Trade Commission, consumers reported losing $10 billion to scams in 2023. That’s $1 billion more than 2022 and the highest ever reported in...

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Although most people recognize the importance of sound retirement planning, they don’t always embrace the work involved. With many investment possibilities, complex rules governing retirement plans, and the unpredictable future of consumer prices, it can be...

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We want to help protect your time and money from fraud. Here are a few tips to help you know how to spot a suspicious request for info from a potential fraudster.  Know what we will never do:  Ask you to provide your personal info via a text message or an unsecure...

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With the rise in work-from-home employment roles, there has been an uptick in job scams. These jobs will be advertised in the same way real ones are. They are prevalent on social media platforms and legitimate job sites. The goal of these fraudsters is to get...

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The tax deferral accorded to IRAs and qualified retirement plans has helped to push total retirement resources in the USA to $33.6 trillion at the end of 2022 (Investment Company Institute 2023 Fact Book). Eventually, tax deferral must come to an end. The mechanism...

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As the seasons change and new routines begin, many consumers will turn their spending towards the holiday season.  Whether online shopping or purchasing in-store, it is important to keep your card information secure.  Do you know what credit card fraud looks like and...

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Caring for your aging parents is something you hope you can handle when the time comes, but it can be very challenging and is often the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps you can take to make the...

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