Your Insights

Be Cyber-Smart: Staying Safe Online

Cyber threats are evolving fast, and hackers are using AI and new tactics to target personal and financial data. From avoiding suspicious links to embracing two-factor authentication, monitoring accounts, and practicing safe social media use, these cybersecurity habits can help you protect your identity and stay safe online.

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Marriage: Financial Planning Aspects to Consider

Money conversations may not be anyone’s love language, but they’re vital for building trust and stability in marriage. From communication and money personalities to joint vs. separate property, here’s what couples should know when planning their financial future.

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Tax Efficiency and Investment Gains

Balancing portfolio growth with tax efficiency doesn’t have to mean sacrificing returns. From long-term capital gains to tax-deferred accounts and municipal bonds, smart strategies can help you grow wealth while keeping more of what you earn.

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Interest Rates and Your Financial Journey: Understanding the Stages

We all deal with interest rates in various ways: in the interest we pay to mortgage lenders or credit card companies; in the interest we collect from our fixed-income and other interest-bearing investments. The difference—both in the effect of interest rates on our financial situation and our attitude toward them—is largely determined by which side of the interest rate transaction we happen to be on.

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Financial Strategies for Growing Families

There are some general principles of financial management and strategy that can help young, growing families weather the inevitable storms that life brews up, from time to time. In this article, we’ll discuss some basics that can help your keep your young family’s finances on track—and help you get them back on track after a “temporary detour.”

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