Pickleball Mania – Have You Joined the Fun?
We’ve heard many of our clients talk about the fast-growing sport of pickleball in one capacity or another. So we thought we’d take a break in our regularly scheduled financial planning programming and discuss this fun, easy, and social game. Until last winter, I didn’t know too much about pickleball, other than my in-laws were…
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How Companies Use Your Identity and What You Can Do to Protect It
One of the most valuable things you own is YOU. Your identity includes the basics – where you live, your age, and your gender. But it also includes your interests, who you know, and what you buy. So, do you know who has your identity? We explore the life cycle of your identity and what…
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Unexpected Consequences
The COVID-19 pandemic has changed the world we live in, and not necessarily all for the negative. With the one-year anniversary of the first government shutdowns approaching, we look at the pandemic impact of things outside of our control. Higher Savings Rates Millions have lost their jobs or had income decline, so you’d…
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Selling Your Grandmother’s Silver
When I married in the late 1960s, my mother’s friends gave me silver—serving trays, a fruit compote, and a set of silver plate goblets. Eventually, my grandmother’s silver tea and coffee service came my way. In my mother’s mid-20th Century life, silver was a middle-class status symbol. Women were not working outside the home but…
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January Project: Reviewing Your Recurring Expenses
As we settle into a new year and have ample time inside our homes, it’s a great time to review recurring expenses that automatically hit our bank accounts or credit cards. Since many bills are paid automatically, outdated recurring payments and service fees don’t necessarily stand out. Here’s how to review these to ensure you…
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