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What Is an Annuity—and Why It May Be the Missing Piece in Your Retirement Plan

By Amanda McFarlane | May 5, 2021

Do you consider yourself a good money saver? Do you live below your means? Do the market ups and downs make you nervous? If having safety in your retirement portfolio is important to you, annuities may be a good option. Annuities are gaining in popularity because of market volatility and…

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Ideas for How Kids Can Earn Money

By Amanda McFarlane | April 30, 2021

The importance of raising kids who understand basic concepts about money, finances, and investing can’t be understated. These lessons can carry through into adulthood, helping your money-savvy (grown) child make smart financial decisions. While an allowance can help your child understand the fundamentals, there is no substitute for earning money…

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How to Teach Kids About Money

By Amanda McFarlane | April 28, 2021

We’ve all heard the old adage, “Money doesn’t grow on trees.” It was likely said to you often, possibly when you asked for a new pair of sneakers or when your weekly allowance was handed over—if you got one. But beyond that, how thorough was your financial education when you…

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What Is Blockchain Technology?

By Amanda McFarlane | April 23, 2021

What Is Blockchain Technology? Blockchain is a digital ledger on which cryptocurrency transactions are distributed across a network of computers using information encrypted by cryptography. Blockchain is open-source distributed ledger technology (DLT) that decentralizes financial transactions. Transactions can be for either tangible (house, car, goods, etc.) or intangible (intellectual property…

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What Is Cryptocurrency?

By Amanda McFarlane | April 21, 2021

What Is Cryptocurrency? We’ve all heard of bitcoin, but what IS it? Bitcoin is the most well-known and highest-valued—and first—cryptocurrency. Cryptocurrency is decentralized digital currency that can be used to purchase goods and services or be traded or sold for a profit (or loss). A digital currency only exists electronically,…

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Duties and Responsibilities of Trustees of a Living Trust: What You Need to Know

By Amanda McFarlane | March 26, 2021

What Is a Living Trust? A living trust is an entity, a legal document, that houses your assets (investments, bank accounts, real estate, valuable personal property) in a way that avoids probate and transfers them to others in a timely and cost-effective manner. Read more about that here. A vital…

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What Is a Living Trust and Why You Should Have One

By Amanda McFarlane | March 24, 2021

Estate planning is important, no matter your age, wealth, or financial assets or status. Basic estate planning often covers a will and advanced healthcare directives, which lets your medical team and family know your wishes for your health and care in life-threatening medical situations. A living trust is an extension…

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Key Financial Dates to Note in 2021 for Retirees

By Felicia del Junco | March 19, 2021

Crucial and important financial deadlines for this year’s calendar.  As we know planning ahead can make a world of difference. Whether you are saving for that rainy day, an unforeseen emergency or an exciting life event; good planning can be the difference of hundreds if not thousands of dollars in…

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