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We want you to know

Tips to Prevent Cybercrime

Cybercrime is always a concern and we have tips and best practices to help you keep your information safe.

  • Permalink
  • Posted: Jun 11 2021
unplug technology

Coping with Technological Overload

There is increasing information that many have an addiction to the technology that results in reducing our quality of life. We have ideas to help take a tech vacation.

  • Permalink
  • Posted: Jun 4 2021

A Modern-Day Fable: Virtual Candy

A sweet fable until the Diet and Nutrition Police are on the heels of this virtual scheme.

  • Permalink
  • Posted: May 28 2021
Charitable strategies

Revisiting Tax Strategies: Part 1

Charitable Giving Donor-Advised Funds are a great way to avoid taxation on capital gains while meeting your charitable goals.

  • Permalink
  • Posted: May 21 2021
identity fraud

Preventing Identity Theft

We discuss four important tips to prevent identify theft as outlined by a retired FBI agent.

  • Permalink
  • Posted: May 14 2021
elearning

Strategies for Lifetime Learning

Explore the powerful and free online learning world where you can learn almost anything from the best instructors.

  • Permalink
  • Posted: May 6 2021

ABCs: Three People It Pays to Know

My father reiterated many times the importance of knowing an attorney, a banker, and a Certified Public Accountant. Let’s look at the reasons these ABCs are so critical.

  • Permalink
  • Posted: Apr 30 2021

The Debt That Really Matters

In which we learn a little about macroeconomics and that there is both good and bad debt. Buckle up.

  • Permalink
  • Posted: Apr 25 2021

Save-to-Spend Review

Save-to-Spend is an approach to grow wealth. Learn how to get started with some easy savings methods.

  • Permalink
  • Posted: Apr 16 2021

Being Fully Engaged

With Spring arriving and the pandemic waning, it’s time to reassess your priorities.

  • Permalink
  • Posted: Apr 9 2021
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