by Drew Clark | Mar 29, 2023 | Uncategorized
Mom-and-pop businesses have held a special place in the hearts of American consumers since the beginning of retail commerce in the USA. These family-owned, small businesses were America’s backbone before larger corporations began to take over and drive them out of... 
by Drew Clark | Mar 19, 2023 | Uncategorized
Making the Most of Your Relationship with a Financial Professional Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with... 
by Drew Clark | Mar 15, 2023 | Uncategorized
Over time, there has been an increase in the number of employers offering employee benefit packages for their workers. As a business, you might be thinking about implementing a plan or reviewing your existing one. However, before you make any decisions, you may want... 
by Drew Clark | Mar 9, 2023 | Uncategorized
March is Women’s History Month, a month-long celebration of female empowerment1. This effort includes advocating for better representation in the workforce, pay parity and improved work-life balance. There are some specific steps that women of all ages and all stages... 
by Drew Clark | Mar 2, 2023 | Uncategorized
With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the door, are you confident you have everything in... 
by Drew Clark | Feb 27, 2023 | Uncategorized
Retirement planning may not be your idea of an exciting date night. However, retirement strategies and goals are so varied that couples in committed relationships need to set aside time to discuss plans for when they leave the workforce for good. Here are some... 
by Drew Clark | Feb 20, 2023 | Uncategorized
Each year, Presidents’ Day is celebrated on the third Monday in February, paying tribute to George Washington, Abraham Lincoln, and the other U.S. presidents who helped create this country and allowed it to thrive. But while the earliest presidents were... 
by Drew Clark | Feb 14, 2023 | Uncategorized
Most types of financial accounts allow you to designate a beneficiary, from checking and savings accounts to life insurance policies, 401(k)s, IRAs, pensions, and trusts. But when was the last time you looked at your beneficiary designations across all your accounts?... 
by Drew Clark | Jan 28, 2023 | Uncategorized
In general Whether they’re snatching your purse, diving into your dumpster, stealing your mail, or hacking into your computer, they’re out to get you. Who are they? Identity thieves. Identity thieves can empty your bank account, max out your credit... 
by Drew Clark | Jan 25, 2023 | Uncategorized
I’ve gotten a bit personal here recently in this mini-series on what helps me unwind, so I thought it might be appropriate to share what I’m taking a break from. I’m very fortunate in that my job rarely feels like work because I love what I do, but we all need to...
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