Spin on Spending

There are moments when you need to speak with your bank about customer service-related questions containing information specific to your accounts or transactions. This type of message should not be sent to the bank using regular email. Instead for security purposes...

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Make the most of your extra time indoors this season by giving your house some much needed updates, even on a small budget. These inexpensive projects are a simple way to stay busy during the cold winter months while making your home beautiful in the process! Paint...

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Start the new year with a cyber security checkup! Taking preventative measures to protect your personal information now could save you valuable time and resources in the future. Keep your bank account safe by being cyber smart. Listed below are simple ways you can...

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Being in jeopardy is not an unfamiliar state for a business, as they are constantly evolving to survive, retain key talent, and adjust to new circumstances and demands from their customers and partners. The fact that there are always unknowable risks for the owners of...

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The last month of the calendar year can be a helpful time to review your personal finances for a couple key reasons: 1) There may be steps you can still take to reduce your taxable income for the year and get a better tax result, and 2) By reviewing your income,...

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New Year’s resolutions often don’t stay in our minds long, and then reappear as the year ends to be supplanted by new ones. Do New Year’s resolutions work for you? If not, then you are in the majority. Goals are usually fulfilled or dropped as new problems arise that...

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Investors planning substantial gifts to children or grandchildren may be considering whether or not to give stocks or sell the stocks and give the cash to alleviate the management concerns for the recipients. This article explores some of the unique benefits that may come with gifting the stocks directly, and introduces the strategy of using the annual gift tax exclusion as an estate planning method.

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Like most things this year, your holiday shopping might look different this time around. With more shoppers than ever opting to avoid crowds and buy from the comfort of home, retail analysts predict a large surge in online sales. It’s a good idea to prepare for a few...

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As year-end comes about, there are time-sensitive decisions to make and tax incentives to capitalize on. With a year that has had as much volatility as 2020, nimbleness may be the order of the day. Such volatility makes portfolio management and portfolio tax planning...

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