Preparing for College the Smart Way
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If you have children or grandchildren in high school, now is the time to help them prepare, not just academically but legally and financially as well.
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Blog
The Importance of Female Financial Advisors
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Only 31% of financial advisors in the U.S. are women, and just 23% are CERTIFIED FINANCIAL PLANNER® professionals illustrating how vital it is for women to connect with other women in financial advising.
Read MoreDisaster Preparedness
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Weather-related events, such as tornadoes, flooding and even wildfires, seem to be occurring more frequently and with greater intensity, which makes being prepared even more important.
Read MoreLooking back at 2024 and adjusting to 2025
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2024 revealed valuable lessons amidst the turbulence of shifting global economies and political climates.
Read MoreProtect Your Identity
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As we step into the new year, the importance of safeguarding your identity remains more crucial than ever.
Read MoreNew Year, New Agenda
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The new year is well under way with a GOP-led federal government and taxpayer expectations of an extension of the Tax Cuts and Jobs Act of 2017 (TCJA).
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Big news for Hoosiers under 65 on Medicare
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Great news for Indiana residents on the horizon.
Read MoreThe Beat Rolls On
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How do the new federal income tax brackets and standard deductions for tax year 2025 affect you?
Read MoreFrom a Donut Hole to Zero Coverage?
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If you haven’t reviewed your Part D coverage for next year, now is an excellent time to do so.
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Changes Coming to Medicare Part D
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There are some changes Part D subscribers will see beginning in 2025.
Read MorePassword Security
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Here is a list of the top three things to keep in mind for your password security.
Read MoreSunset/Expires; Tomato/Tomahto
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What will happen if most of the Tax Cuts and Jobs Act’s provisions expire as scheduled on December 31, 2025?
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Modern Budgeting Tools
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The landscape of budgeting tools has evolved significantly since the days of spreadsheets and the physical “envelope method”.
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Financial Top 10 List for Grads
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Top 10 list for graduates as they transition to financial independence.
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