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How a trusted wealth advisor can help you see the whole picture
Across all stages of life, great advice should be personalized, proactive, and ongoing with regular check-ins, timely adjustments, and clear accountability.
Financial meeting
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Checkbook and pen
Check fraud: What you need to know
Check fraud is the largest source of illicit proceeds in the United States and one of the nation’s most significant money laundering threats.
Home Protection
Homebuyers Privacy Protection Act: Finally, an end to annoying mortgage offers
On September 5, 2025, the Homebuyers Privacy Protection Act was signed into law, putting an end to unsolicited calls, emails, and texts from various lenders after applying for a mortgage.
laptop and phone with fog surrounding them
Spooky scams to watch out for
Scammers love tricks, not treats. It’s important to always stay vigilant and not get caught in their web.
Person about to answer Unknown caller on cell phone
Pretext calling: The phone scam you need to hear about
If you’ve ever received a call from someone claiming to be from a government agency or a tech support team, you may have been the target of a pretext call.
Magnifying glass, looking for a scam
Can you spot a scam?
Every day, thousands of people fall victim to fraudulent emails, texts, and calls from scammers pretending to be their bank, a loved one, the government, or law enforcement.
One Big Beautiful Bill
One Big Beautiful Bill Act
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here are a few key highlights of the law.
Pennies
Questions surrounding the end of the penny
After more than 230 years, the U.S. Treasury announced it will retire the penny from circulation.
Hand dropping coin into savings jar
Why should I set up a savings account?
A savings account is one of the simplest yet most powerful tools for building a strong financial foundation.