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Budgeting for Major Life Changes

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Budgeting for Major Life Changes

Read Robert O. Graves’ professional advice featured in “Budgeting for Major Life Changes” on Equifax’s Family Money blog! “Some big life decisions such as having a baby or getting married can have a significant impact on your finances and budget.

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Estate Planning

Blog

Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Click here to open fullscreen

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Estate Planning

Infographics

Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in!

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Balancing College Funding with Retirement Savings

Blog

Balancing College Funding with Retirement Savings

Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses.

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Passive vs. Active Investing

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Passive vs. Active Investing

Published by Rob Furlong One of the biggest debates in the investment world right now is the question of whether investors are better served by active or passive approaches. Each camp makes passionate arguments for their side, but for now passive investing is winning the battle by gathering the majority of assets over the past few years.

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Financial Fitness

Videos

Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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What is the Difference Between a Will & Trust?

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What is the Difference Between a Will & Trust?

Published by Beth Schanou, Director of Wealth & Estate Planning Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, but they are administered differently and have varying advantages.

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Resources

Back 2 Basics

The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combined.

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Back 2 Basics

Infographics

Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget!

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Back 2 Basics

Blog

Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget! Click here to open fullscreen

Read More