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New Rules for a New Year

The month of December seems to show that the consumer side of the economy remains in relatively good shape while the industrial side showed signs of improvement. Let's take a closer look.

December 2016 Investment Update

The month of December seems to show that the consumer side of the economy remains in relatively good shape while the industrial side showed signs of improvement. Let's take a closer look.

Manage Your Debt with 3 Questions

Overspending during the holidays is an easy thing to do. Unexpected gifts and last minute must-haves often push us into the over-spending zone. Let's take a look at consolidating credit.

Investment Overview: 4th Quarter 2016

The biggest story: Donald Trump's election. The US economy has already shown signs of life, with the final reading of third quarter GDP checked in at 3.5%, showing the fastest growth in two years...

Don't Set and Forget - Increase your Contribution this year!

One of the best ways to increase the odds of a comfortable retirement is investing in your retirement plan.

Assess Your Retirement Situation at Any Age

The coming of the new year is a time for us to celebrate our blessings in life, but it's also the perfect time to take a look at your financial and retirement situation. Here's a generational look.

Protecting Personal Information and Accounts

Now that the holiday season has come and gone, the gifts have been exchanged and the bills are now arriving. Most of us are very diligent in checking our credit card statements to make sure that all

Retirement Resolutions You Won't Be Tempted to Break

It’s the beginning of a New Year, and while you are considering your array of options for New Year’s resolutions, don’t forget that it’s the perfect time to reflect upon your personal finances too.

Smarter in :90 - Flexible Ways to Accept Payments

In this episode, Jan brings Kate up to speed on how her budding business can accept payments utilizing the Clover system from UBT. Kate's so impressed, she gives Jan a big hug.

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