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Blog

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Top 4 Social Media Money Scams & How to Spot Them

May 16, 2024
Categories
Investments
Finance
Lifestyle
Privacy
Savings
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and...
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5 Signs You’re Headed for a “Cushy” Retirement

Apr 18, 2024
Categories
Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality...
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How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Mar 18, 2024
Categories
Investments
Finance
Lifestyle
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d...
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white printer paperr by Eric Rothermel courtesy of Unsplash.

A Year of Resilience and Growth in the Face of Challenges

Dec 15, 2023
As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months. It's a time to...
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Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Nov 15, 2023
Categories
Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay...
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Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Oct 16, 2023
Categories
Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic...
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How to Stop Subconsciously Sabotaging Your Financial Goals

Sep 15, 2023
Categories
Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our...
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Why Talking to a Financial Professional Helps

Aug 17, 2023
Categories
Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive...
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Talking to your Aging Parents about Finances

Aug 8, 2022
Categories
Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the...
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Elderly woman doing yoga in a park

The New Normal Retirement

Apr 8, 2022
Categories
Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Finance

AICPA Highlights 5 Recent Personal Finance Trends

Nov 9, 2021
Categories
Finance
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be...
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You Need to Know About Medicare | Ingram Financial Group

Medicare in 2021: Here’s What You Need to Know

Nov 9, 2021
Categories
Health
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered...
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Securities offered through Centaurus Financial, Inc., member FINRA and SIPC. Advisory services offered through Ingram Advisory Services, LLC, a Registered Investment Advisor. Centaurus Financial, Inc., Ingram Financial Group, Inc. and Ingram Advisory Services, LLC are not affiliated companies.

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