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2021 FIVE STAR WEALTH MANAGER

Congratulations Benjamin Wong on winning this award for 10 consecutive years!!

FINANCIAL GUIDANCE FOR RECENT WIDOWS: WHAT WOMEN SHOULD KNOW AFTER THE DEATH OF A SPOUSE

If you’re a recent widow, follow these steps to effectively manage your finances.

YOUR GUIDE TO YEAR-END FINANCIAL PLANNING: A 10-POINT CHECKLIST

Use this helpful planning guide to start organizing your finances and identify the issues that affect you most.

TO BUY OR NOT TO BUY . . . WHEN DO YOU NEED LIFE INSURANCE?

Learn how various stages of life can affect your life insurance needs.

A CRASH COURSE IN 529 PLANS AND THEIR IMPACT ON FINANCIAL AID

When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool.

ESTATE PLANNING FOR LGBTQ+ MARRIED COUPLES

After the historic Obergefell decision, it’s important for LGBTQ+ couples to comprehensively review their estate plan.

UNSURE WHEN TO CLAIM SOCIAL SECURITY? TIMING HAS ITS BENEFITS

When it comes to the amount of your social security benefits, you have a choice in the matter.

DOES YOUR CREDIT NEED REPAIRING?

After a tumultuous financial year, follow these suggestions to get your credit in tip-top shape.

TO KEEP OR NOT TO KEEP: A GUIDE TO COMMON RECORDS-RETENTION QUESTIONS

If you’re wondering whether to hold onto some common financial documents, follow these record-keeping rules of thumb.

TERRY & JODY GIVENS ARE COMING TO THE RESCUE!

Terry and Jody Givens have been going to the cabin in the Sierras for over 47 years, but when their friends gave them the opportunity to purchase the property in 2013, they knew it was something they had to do.