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Beck Bode

    Financial Planning: Budgeting During the Holidays (and After)

    On any given year, the holidays are stressful. But for 2020? That’s cranking it to 11. Beyond the fear and uncertainty of COVID-19, many people will feel an outsized impact this holiday season financially between employment issues and market volatility. However, you can relieve some of this financial stress by making a plan – even if you’re halfway into your holiday. Let’s talk about budgeting during the holidays and beyond to make them merrier.

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    If this feels like the most dreaded Back to School season for you as a parent, you’re not alone....

    Business Ethics in the Wealth Management Industry

    In any industry, business ethics need to be a critical part of both the ethos and the contractual...

    Why You Need to Continue Your Financial Plan During COVID-19

    Things right now seem crazy: this pandemic has had ripples across all parts of our lives. Panic...

    Watch out for IRMAA – Who’s that, you ask?

    The Income Related Monthly Adjustment Amount, referred to as IRMAA, can come as a surprise to some...

    PLEASE, just tell me the truth!

    The other day, a friend told me about a relative who had suffered from a heart attack and had to be...

    Robo Advisor

    Is your financial advisor operating exactly like a robo-advisor? What exactly is a “robo-advisor?”...

    Can Online Auto-Investment Sites Replace the Human Touch?

    Whenever I’m listening to a presentation by someone who speaks with a classic British accent, it...

    John Madden’s Winning Advice

    Good investment advice doesn’t always come from financial advisors. It can come from anywhere, even...

    Why Your Portfolio Should Look Like an All-Star Team

    “Diversification” is a frequently used buzzword in investment management. The idea is that an...
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