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What can a financial advisor do for you?

By Bill Martin What does investing mean to you? If the word makes you think of transactions – buying or selling stocks and bonds – you’re...

Can your family benefit from special needs trust?

By Bill Martin If you have a child or another family member with disabilities, you obviously have concerns and questions. How can you help your...

Make smart financial moves for all stages of life

By Bill Martin Regardless of what stage of life you’re in, you must make financial and investment decisions that will be with you for the...

FINANCIAL FOCUS: Take closer look at 529 myths

By Brian White If you want to help pay for your children’s college educations, you might want to consider contributing to a 529 plan. With this...

What can people do with their tax refund?

By Brian White We’re getting close to the tax-filing deadline. For many of us, this means it’s that time of year when we get our...

Try to avoid ‘Titanic’ investment mistakes

By Brian White It’s been 107 years this month since the tragedy of the Titanic. Of course, this disaster has fascinated the world ever since,...

Professional team needed to reach your goals

As you work toward achieving your goals in life, you will need to make moves that contain financial, tax and legal elements, so you...

What can investors learn from ‘big game’ teams?

By Brian White In February, TV stations the world over will broadcast the most-watched U.S. football game of the year. But sports fans aren’t the...

Review fixed-income strategy as rates rise

By Brian White When interest rates rise, the value of your fixed-income investments, such as bonds, will typically fall. If this happens, how should you respond? First...

Consider some New Year’s financial resolutions

By Lance Cummings As the year winds down, you may want to look ahead to see which areas of your life you can improve in...