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Blog

piggy-bank
Dywane Hall | Jan 17, 2022

Top 15 Money Management Tips

Lifestyle
We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money. However, if you’re ready to start
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Dywane Hall | Jan 10, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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ceramic-piggy-bank
Dywane Hall | Jan 3, 2022

Easy Ways to Financial Health

Lifestyle
We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Dywane Hall | Dec 27, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Cards-wallet
Dywane Hall | Dec 20, 2021

Credit Cards versus Debit Cards

Savings
Credit
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take
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Avoiding Retirement Woes
Dywane Hall | Dec 13, 2021

Avoiding Retirement Woes

Savings
Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact

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Dywane Hall | Dec 6, 2021

Planned Giving Goes Further

Finance
Tax Planning
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
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Stock Image
Dywane Hall | Nov 29, 2021

How to Protect Your Personal Data Online

Privacy
Technology
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular
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Finance
Dywane Hall | Nov 22, 2021

AICPA Highlights 5 Recent Personal Finance Trends

Finance
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
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Dywane Hall | Nov 15, 2021

How to Protect Your Identity

Privacy

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With

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Paying off Student Loans
Dywane Hall | Nov 8, 2021

Paying off Student Loans

Finance
Education
College

In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be

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An exit sign in a modern office building
Dywane Hall | Nov 1, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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