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Financial Planning

Financial Planning

October Is Financial Planning Month

Six areas of personal finance to review. When training to become a financial professional, much of the course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s…

Financial Planning

Financial Survival After a Job Loss

You may have lost your job already, or it’s something you’re concerned about. Either way, the keys to surviving a job loss financially are to plan ahead, take stock of your income, and cut your expenses. Plan ahead If…

Financial Planning

The Cost of Medical Care

This early financial decision could prove helpful over time. When uninsured people end up in the hospital, “sticker shock” can follow. Just a quick look at the current prices for medical procedures can be sobering. How much does a…

Financial Planning Investment Market News

Economic Update: July 2020

In this month’s recap: stocks notched a solid gain, overcoming the rise of reported COVID-19 cases and plans of a slowdown in economic re-openings. U.S. Markets Stock prices climbed higher in June, as investors looked beyond an increase in…

Financial Planning Investment

Economic Update: June 2020

In this month’s recap: stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine. U.S. Markets Stocks rallied in May, sparked by a supportive Federal Reserve, stories of…


This 30 minute live webinar featuring guest Ned Davis Research, will cover a current economic and market update as well as give attendees the opportunity to submit questions to the presenters.

Tuesday, October 27th