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Ten Money-Saving Travel Tips

Exploring the world sounds fun and exciting, but it can be expensive to travel. However, there are ways to experience the trip of your dreams on a budget. Follow these money-saving tips when planning your next vacation to help make it more affordable. 1. Join a frequent flyer program. It will probably take time to …

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How Much Money Should a Family Borrow for College?

There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing too much. How much is too much? One guideline is for students to borrow no more than their expected first-year starting salary after college, which, in turn, depends on a …

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How to Recover from a Mid-Life Financial Crisis

A financial crisis can be scary at any age, but this is especially true when you’re in your 40s or 50s. Perhaps you’re way behind on saving for retirement or have too much debt from unnecessary spending. Or maybe an unexpected challenge, such as a job loss, illness, or break from the workforce for caregiving …

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How Does the Federal Reserve Affect the Economy?

If you follow financial news, you’ve probably heard many references to “the Fed” along the lines of “the Fed held interest rates,” or “market watchers are wondering what the Fed will do next.” So what exactly is the Fed and what does it do? What is the Federal Reserve? The Federal Reserve — or “the …

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Clint Speaking at ‘Alternative Investment’ Conference

Clint spoke to investors on Monday at the Alternative & Direct Investment Securities Association (ADISA) Conference regarding implementing alternative investments for their clients. Topics included the challenges of due diligence for new strategies such as Opportunity Zone Funds, ongoing due diligence and operational issues. If any of the discussion items below interest you, drop us …

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