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Since 1937, our approach has remained simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Watch below to learn more about our personal approach.


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The Equifax data breach

On Sept. 7, 2017, Equifax announced a massive data security breach that exposed the personal identification data of as many as 143 million U.S. consumers, roughly 55% of Americans age 18 and older. Here’s what you need to know.

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The return of the 401(k)

Saving for retirement can be tough. Employer-sponsored 401(k) retirement plans can offer a good opportunity to save, with employer contributions jumping from 3.9% of employee salaries in 2015 to 4.7% in 2016. Are you taking full advantage of your workplace retirement benefits?

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Your dream wedding on a budget

Summer is the season for weddings and engagements. If you're getting ready to tie the knot, you not only have many details to consider but the financial considerations of making "the day" a dream come true. Here are some tips for your wedding checklist.

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