Whether it’s ideas from the industry or emerging trends, Dwayne provides useful insight and commentary on financial topics and strategies . And once in a while, he may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
In case you didn’t know, June is National Internet Safety Month. With nearly 4 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for digital security has never been...
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Ever find yourself bogged down or intimidated by all the things you're supposed to have done to prepare for retirement? It's true that's there's a lot to consider as you plan for retirement. But sometimes, as my mother used to say,...
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You’ve worked hard to earn a high credit score -- now what? Smart consumers know they should keep an eye on their excellent credit to make sure it stays that way. This doesn’t demand much effort, either. Take these simple...
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Tuesday, September 17, 2019
You’ve probably heard that you should have an emergency fund. The purpose? To tide you over for a few months in case you lose your job.So does that mean you can stop worrying about maintaining this rainy day account once you...
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Wishing all my clients, colleagues and friends the best of the holiday season! May this year find you within arms reach of the Christmas cookies and enjoying the warmth of laughter and love with friends and family.
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Building financial security means sticking to a smart strategy and thinking ahead. Success comes from spending less than you earn, investing wisely and protecting against unforeseen challenges, and to be truly prepared, you should...
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Friday, June 8, 2018
When you financial products work together, they make your financial situation stronger. By developing a financial strategy that factors in the strengths and weaknesses of each financial product, you build a winning team.
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Hackers, identity thieves and cyber criminals are continuously coming up with new ways to compromise sensitive financial information, so it's important to make a regular practice of protecting your online data. Here are a few ways to...
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Retirement is not an event. It's another phase of life and it requires clear thinking and planning. Paying attention to these two critical factors will help you build a retirement plan that will last.
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An effective financial strategy can help reduce stress in your life. But the question is I hear most often is, “How can I tell when my financial plan is working?”Here are some preliminary questions you can ask yourself to...
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Retiring in 10 years? Then you can expect to put 88 percent of your lifetime pre-tax Social Security benefits toward health care costs. Growing health care costs mean that it’s critical to factor these costs into your retirement planning.
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Take care of those you love! Having a smart estate plan is essential for everyone—regardless of assets, age, or income.
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Check in with yourself to make sure you're staying on your financial course. Ask yourself these three key questions.
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Consider this…You can have your house and car paid off, but if you don’t have a steady monthly income stream, a “retirement paycheck” so to speak, what will you live on?
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Remember that achieving financial independence and empowerment is a dynamic process and a journey. You can start out at any age and make a difference. One of the questions to ask yourself when you want to make a change is simply,...
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You’ve carefully planned for retirement and estimated the monthly bills for housing, gas, food, entertainment, travel and health insurance. But there are other surprising expenses for which most retirees don’t budget enough...
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Financial plans are not "set and forget" strategies. You assume, your money’s been growing according to plan. But life changes. Does this retirement plan still work for you and what you want your retirement to be?
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