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Back to school on a budget: 4 solid tips to save you money

Back to school on a budget: 4 solid tips to save you money

by Guide | Aug 19, 2019 | Uncategorized

Let’s face it. Kids aren’t cheap, so you have to save money where you can. Back-to-school shopping is a good place to start because costs can add up quickly—especially if you have more than one child. Consider these tips for sending your kids back to school without...
Traveling safe: Tips to keep you secure while on the road

Traveling safe: Tips to keep you secure while on the road

by Guide | Jul 15, 2019 | Uncategorized

These days, we seem to have endless articles on IT security while traveling, but far fewer on physical safety. Because summer can be big travel months for many businesses, we put together the following list of tips to help keep you safe while away from home. Prepare...
Get up, get out and have some cost-effective fun this summer!

Get up, get out and have some cost-effective fun this summer!

by Guide | Jul 1, 2019 | Uncategorized

As your trusted advisor, we are always looking for ways to improve your financial health—and that doesn’t stop at business activity. We also want to support you with tips to help you save money in your personal life as well. Summer is here! And with it comes...
June is National Safety Month! Tips for augmenting your marketing efforts.

June is National Safety Month! Tips for augmenting your marketing efforts.

by Guide | Jun 17, 2019 | Uncategorized

June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a...
Tapping into a 529 plan for the first time? Tips for parents of college-bound grads…

Tapping into a 529 plan for the first time? Tips for parents of college-bound grads…

by Guide | Jun 3, 2019 | Uncategorized

It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to...
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