Financial Tips

Financial Fraud and How To Prevent It

Financial Fraud and How To Prevent It

Financial Fraud and How To Prevent It By K. Bridget Schneider, CFP®, CRPC®If you think you’re immune to financial fraud, think again.  Financial fraud is an ever-present threat to all ages.  It comes in many forms from an attempt to access your money and financial accounts with your personal information, use of your stolen identity […]

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If I Could Teach Only One Financial Lesson

If I Could Teach Only One Financial Lesson

If I Could Teach Only One Financial Lesson By Joe Globensky, RFC®After 27 years of being a Financial Advisor, you might expect that I could share many financial tips that would help you progress towards a secure financial future. So how do I pick just one financial lesson to share?Financial Literacy MonthApril is National Financial […]

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Why You Should Get a Social Security Benefit Statement

Why You Should Get a Social Security Benefit Statement

Why You Should Get a Social Security Benefit Statement By K. Bridget Schneider, CFP®, CRPC®When was the last time you got a copy of your Social Security benefit statement?  If you are like many people, you may think you got one in the mail a year or so ago.  However, it may have been several […]

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