Mar 7, 2024
Recap of the February Chalk Talk: State of the Insurance Industry
Recap of the February Chalk Talk: State of the Insurance Industry Posted by Cynthia Flannigan on Mar 7, 2024 0 Likes February’s Chalk Talk on the State of the Insurance Industry included the subheading “Will My Insurance Company Cancel My Homeowners Policy” which was the real meat of our Chalk Talk and also what many attendees are concerned about when…
Read moreMar 6, 2024
How to save on taxes as a small business owner
In general, the first step to solving a problem is clearly defining and understanding the problem itself. Paying too much in taxes as a small business owner is definitely a problem. Step two in solving a problem would likely be digging deeper to find the cause. In this article, we will uncover the cause and the solution for a high…
Read moreFeb 29, 2024
How Working with a Financial Advisor Helps You Retire with More Wealth
Navigating the complex world of personal finance, especially with retirement looming on the horizon, can be daunting. With numerous investment options, fluctuating markets, and evolving financial goals, it is easy to feel overwhelmed. However, there is good news. Working with a financial advisor can significantly enhance your chances of retiring with more wealth. According to the National Study of Millionaires,…
Read moreFeb 27, 2024
College Out-of-Pocket Expenses
College Out-of-Pocket Expenses Posted by Vida Jatulis on Feb 27, 2024 1 Like With FAFSA delays college finances remain uncertain…work on a plan for your out-of-pocket expenses while you wait for clarity! FAFSA has announced more delays in relaying information to colleges, which means that financial aid packages could be delayed, and some colleges are already pushing decision day out…
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