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When it comes to managing your finances, choosing the right type of financial institution to safekeep your money is crucial. Two options you might already be familiar with are banks and credit unions. While these institutions offer similar financial services, there are notable differences between them. Banks are for-profit institutions owned by shareholders. They offer […]

While AARP has a reputation for being the “over 50s” card, record numbers of financially savvy people under the age of 50 are beginning to recognize the benefits this membership card affords. According to its website, AARP is a nonprofit organization that helps people lead active, independent lives. AARP offers member benefits including auto and […]

Tax season is prime time for identity thieves to steal your personal information or claim a refund check on your behalf. Here are a few steps you can take to protect yourself from becoming a victim of identity theft before you submit your taxes. Secure Your Data Whether you’re filing through a tax professional this […]

When it comes to helping your loved ones plan their estates, or if you are in the process of planning your own estate, consider family history preservation another “asset” to be carefully tended to and distributed down the road. An experienced advisor will help you begin to unlock your family’s history by diagramming your family […]

Book review by Myra Salzer Rotating back and forth between fiction and nonfiction seems to be a fun balance for me, as does reading materials that bring a new perspective to my commonly held beliefs. This book, Gilded Mountain, by Kate Manning, is a historic novel set in Colorado in the early 1900s. I was […]

Book Review by Myra Salzer Lately, I’ve been challenging myself to explore multiple perspectives on commonly held beliefs. As such, I was attracted to the book: The Myth of American Inequality – how government biases policy debate by Phil Gramm, Robert Ekelund, and John Early. I’ve been hearing for years and years how the middle […]