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Is It Time For A Smartphone Detox?

Columnist Julian Hayes wrote about spending 60 days without his smartphone, and chronicled what he learned about life, mental well-being and the powers of observation when he wasn’t tethered to an electronic device. Most of us aren’t going to replicate his experiment any time soon, but here’s some serious smartphone food for thought. According to […]

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Capital One Data Breach: What To Do Now

Details of yet another data breach were in the news this morning. We’re sure many of you have questions about how this may affect you, and what steps you should take now to protect your personal information. For that reason, we’re sharing below information provided early this morning by free-credit-score website WalletHub. The information below was […]

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Free Personal Finance Guide for Military Families

Shout out to Kimberly Lankford, contributing editor at Kiplinger’s Personal Finance Magazine and a military spouse. I’ve had the pleasure of working with Kim for many years. She’s a first-rate journalist and a dedicated supporter of the military community. Kim is one of the guiding hands behind the newly-released fourth edition of the “Financial Field Manual: […]

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It’s The End Of An Era For This Influential Personal Finance Magazine

After almost five decades in print, there are huge changes in store for Money magazine. Money magazine, a mainstay of personal finance, is shutting down its print publication and going to digital only. It’s following in the footsteps of other leading publications like Time, Fortune, Seventeen and Sports Illustrated, that have terminated their print versions […]

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How To Beat Sky High Auto Insurance Costs

Paying a fortune for car insurance in Florida? We feel your pain. Car insurance can be a big budget buster in Florida (I should know. I used to have two very expensive teenage drivers on my policy!). Insurance experts say that’s because we have more accidents, more litigation, and more fraud than most other states. […]

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Do Ride-Sharing Services Save You Money?

Ride-sharing companies have been in the news lately. Lyft become a public company in March and Uber announced plans to do so shortly. Have you ever wondered what those services would cost if you didn’t own a car and relied on them exclusively? AAA ran the numbers for you. The average urban driver logs about […]

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After Reading Our Blog Post, Our Client Turns Up $300 In Free Money

Did you see our blog article last week about the billion dollars or so of unclaimed property the state of Florida is trying to give away? You can check out the article here: $1 Billion In Unclaimed Treasure For The Taking. Could It Be Yours? To see if some of that property is yours, all […]

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Keeping It Safe: Credit Freezes Get More Chill

A major tool in combatting identity fraud just got cheaper. In fact, credit freezes are now totally free. Consumers victimized by identity fraud have long had the option of “freezing” their credit by contacting the big three credit reporting agencies – Equifax, Experian, and TransUnion – and telling them to restrict access to their credit file. […]

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Moving? Keep Us In The Loop!

When you move, there’s a lot on your plate. Boxing up your belongings, getting rid of all that clutter in the garage, notifying the utilities, and settling in to your new home. But don’t forget to let us know so we can change the mailing address on your investment accounts. It may not seem like […]

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Does Your Budget Need A Lyft? Why It Might Be Time To Ditch The 2nd Car

Here’s a quick tip that may help you save money if you’re retired or not actively commuting to work each day. It costs about $8,469 on average to own and operate a new vehicle in 2017 (or $706 each month), according to a new study from AAA. It may be cheaper to ditch the second car […]

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