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How a Daily Money Manager Helps Your Investment Advisor or CFP® Professional

The benefits of building a personal financial team of two or more professionals: A recap of the monthly online video Lakeside Chat about how daily money managers can help older adults, high-net-worth families, and other professionals.

Recent Money Matters Blog Posts:

Why to Review Beneficiaries Annually to Secure Your Wishes

Why to Review Beneficiaries Annually to Secure Your Wishes

Reviewing your list of beneficiaries annually is wise. Relationships, circumstances, or benefits can change, and sometimes, so do your recipients. There are everyday life events such as births, deaths, or marriages. The most compelling reason for an annual beneficiary review is to ensure your accounts distribute as you wish.

Right Now is a Good Time to Review Your Fiduciary Designations

Right Now is a Good Time to Review Your Fiduciary Designations

An up-to-date estate plan is a huge gift for your family and friends. It can avoid sending your family into court when they are already struggling to deal with your illness or death. Don’t let a judge decide who makes your health care decisions or who manages your estate.

How to Protect Yourself from Scammers Using Fintech

How to Protect Yourself from Scammers Using Fintech

Financial scams and fraud are more prevalent than ever and fraud can happen to anyone. While technology has brought some of this on, it also provides new methods to protect yourself, loved ones, or clients from scammers. Let’s look at an assortment of popular fintech tools.

Why are Some of Us More Vulnerable to Financial Fraud?

Why are Some of Us More Vulnerable to Financial Fraud?

Fraud can happen to anyone. Age, income, education, and level of financial literacy do not matter. While no one demographic characteristic makes one person more susceptible to fraud than another, some people are more likely to be victimized.

What’s Your Current Financial Focus? Each decade you must change.

What’s Your Current Financial Focus? Each decade you must change.

Developing financial literacy early fosters good financial habits around saving, spending, and other aspects of personal finance management that will likely promote financial stability across your entire life. You’ll have an edge for sustainable improvement of your personal finances.

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