Holiday Shopping

'Tis the shopping season

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The holidays are here. There are several secrets to successful holiday shopping – starting early, having a budget, making a list – but the most important is having a plan.

A guide to awkward holiday conversations

Family dinners are a time to bring the generations together – for better or worse.

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Healthy Wealthy Wise

Are You Ending 2016 Healthy, Wealthy, and Wise?

Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever.

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Charitable Giving

Six tips for making smart and effective charitable donations this holiday season

The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure that your donation is well spent.

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Heritage

Planning is our heritage.

While your financial objectives may be similar to those of others, the approach should be decidedly personal.

Learn how that makes us different

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