Spin on Spending

5 Online Holiday Shopping Tips

5 Online Holiday Shopping Tips

With Cyber Monday only a few days away, many have already started searching for the best holiday deals online. Are you prepared to protect your personal information while boosting your purchasing power? Keep your holidays merry and bright with these five online...

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Top Year-End Investment Tips

Top Year-End Investment Tips

Just what you need, right? One more time-consuming task to take care of between now and the end of the year. However, taking a little time out from the holiday chores for some strategic saving and investing decisions before December 31 can affect not only your...

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Fall Back into Budgeting

Fall Back into Budgeting

The leaves are changing, and we’ve turned our clocks back an hour which means Fall is finally here. For some people this means watching football, eating delicious food, or cooler temperatures. The one thing that is sure to be on everyone’s minds is upcoming holiday...

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Philanthropy + Planning

Philanthropy + Planning

As the holiday season approaches, many people are filled with a spirit of gratitude and generosity. One might think the onset of a global pandemic last year would have caused many to reduce their charitable giving, but instead, the opposite happened. Americans donated...

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Bypassing Probate

Bypassing Probate

You may have heard about the horrors of probate, but truthfully, probate’s recent bad reputation is undeserved. If you bypass probate, your estate will go to your beneficiaries without any court proceeding, which may save a certain amount of time and expenses. Today...

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Closing on Your New Home

Closing on Your New Home

Once you have received your loan approval, next comes the most exciting part of all: becoming the legal owner of your new home! Your agent along with the title company will let you know when you are scheduled to seal the deal and sign the final paperwork. Before You...

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Four Pillars Illustrated

Four Pillars Illustrated

The foundation of a successful plan for wealth management rests upon four pillars–build, manage, protect, and transition wealth. A concept, which is clearly illustrated in the fictional life of John Jones. Investment: Build Mr. Jones has successfully started his...

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