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From Our Perspective

Resources, Thoughts & Industry Updates

What Are Stock Splits? Thumbnail

What Are Stock Splits?

The term “stock split” may be one of those financial terms that you’ve seen but never understood, but stock splits are quite simple, and understanding them can be valuable for any investor. Let's explore what stock splits are and why they matter for investors.

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September is National College Savings Month Thumbnail

September is National College Savings Month

The leaves are changing, the weather is cooling down, and football is finally back—there’s always a lot happening in fall. But wait, there’s more! September is also National College Savings Month, a time to celebrate the power of investing in education and securing a brighter future for our children and grandchildren.

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Why Retirement Planning Is Different for Business Owners Thumbnail

Why Retirement Planning Is Different for Business Owners

Running a business presents unique challenges and opportunities that can significantly impact retirement planning. Here, we’ll share some reasons why retirement planning differs for business owners and explore some key considerations they should consider.

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Is it Too Late to Save for College? Thumbnail

Is it Too Late to Save for College?

For many families and individuals, saving for college can be daunting. With the rising costs of tuition, books, and living expenses, it’s no wonder that the prospect of funding higher education can feel overwhelming. However, the belief that it's too late to start saving is a common misconception. In fact, it's never too late to begin planning and saving for college, and there are numerous strategies and resources available to help make this goal a reality.

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How to Talk to Aging Parents About Their Finances Thumbnail

How to Talk to Aging Parents About Their Finances

While uncomfortable, this conversation is crucial for ensuring their well-being and making informed decisions. Here, we’ll explore why this conversation is important and how you can approach it with empathy and respect. We will also provide tips for a productive dialogue.

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