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Social Security Strategies and Tips for Today

Social Security benefits can be a boost to post-retirement income, but they can also be challenging to navigate. When and how you claim Social Security benefits can significantly change the amount you receive. Add to that the employment uncertainty that many people near retirement are feeling today and Social Security decisions can become quite complex.

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Careful Planning Can Help Manage Competing Financial Priorities

Does this sound familiar? You keep meaning to increase your retirement plan contribution, but there just seem to be too many other financial priorities that get in the way. Fortunately, with a little planning, you can develop a strategy to cover those expenses and help stay on track for retirement.

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Five tips on mortgages and home buying today

As we proceed through the COVID-19 era, people and banks are finding ways to get back to normal as much as possible, always with an eye towards safety. This includes the real estate and mortgage businesses, which are essential to the housing needs of people everywhere.

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What Should You Look For in a Bank?

Whether as a business or an individual, your relationship with your banker and financial advisor is important. It requires a high level of trust that goes far beyond simply securing your money, conducting a transaction, or paying interest. As the banking industry has changed, customers have options that run from new online-only banks to huge…

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New job? Here are 3 tips to set your financial course.

You earned your degree and scored your first “real” job – congratulations! Your professional career is off and running. But what about your financial future? Amid all the paperwork, introductions and passwords is an important opportunity to set the course for your adult financial journey. Here are three easy tips to help keep you on…

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