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Family $

P is for Planning a Family Reunion on a Budget

Planning a Family Reunion on a Budget

We would all love to have a family reunion in some exotic location at a luxury resort, but most of us can’t afford this extravagance. Years ago, when families stayed near one another, it was easy to have simple reunions at home where everyone would bring a dish and stories to share. Today, however, many…

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O is Observing Financial Elder Abuse and How You Can Help

Observing Financial Elder Abuse and How You Can Help

Sadly, people continue to abuse the elderly financially. Whether they become victims of scams or are preyed on by family members looking for money. Being that many seniors prefer to remain in control of their finances throughout life makes it more challenging to help protect them in these situations. Financial Abuse is any behavior that…

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I is for the Importance of Investing When You’re Young

The investment world can be quite overwhelming and perhaps a bit intimidating to new investors, but this is no reason not to begin an investment strategy as soon as possible. The earlier you start investing in the markets, the more you will be able to learn and grow your investments. It may not seem urgent…

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G is for Growing Interest in "Impact Investing" with Millennial’s

Growing Interest in Impact Investing with Millennials (1)

Impact investing refers to investments “made with the intention to generate a measurable, beneficial social or environmental impact alongside a financial return.” It differs from socially responsible investing (SRI) which only seeks to avoid investments in companies with poor environmental and social practices. Impact investing goes a step further by investing in businesses based on…

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