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Suddenly single: Financial to-do’s for newly divorced individuals

Going through a divorce is an arduous process, and the thought of untangling joint finances seems like a daunting task. To minimize financial damage it’s essential to be proactive by promptly getting things in order. We’ve highlighted a few helpful financial to-do’s to cross off your checklist after a divorce: Put budgeting at the top… Continue reading →



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5 books with an apple on top

Charlie’s month-end reading list

Here are a few articles to add to your end-of-summer reading list: In the first piece, “Reasons emerge for worst chain-restaurant slump since 2009,” Wolf Street reporter Wolf Richter examines the traffic decline in chain restaurants. While the overall restaurant business is doing OK, national and regional chains seem to be suffering due to growing competition, changing… Continue reading →



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Piggy Bank

Tip of the month: Marriage and money

We’re in the middle of wedding season and during this time there’s a lot of advice that couples receive ahead of their big day. While never going to bed angry and learning to compromise are certainly aspects that may help the marriage last, we believe that one word should be at the foundation of every… Continue reading →



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The connection between golf and your finances

As someone who has played golf for many years, I’ve noticed a few connections between the sport and the world of finance. Through the use of some basic golf analogies, I’ve highlighted important takeaways when it comes to mastering investments and financial planning. Use all of your golf clubs. Just like you need to use… Continue reading →



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5 books with an apple on top

Charlie’s month-end reading list

With the Fourth of July around the corner, we found a few “sparklers” for our reading list: The first piece, “Investing costs have never been this cheap,” is a CNBC article by Jeff Cox that examines today’s historically low money management costs. Investors are migrating from actively managed funds to passive accounts and exchange-traded funds. “Investors have… Continue reading →



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