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Blog

A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Dan Finnerty | Sep 28, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Dan Finnerty | Aug 29, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Dan Finnerty | Aug 8, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Dan Finnerty | Jun 28, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Dan Finnerty | Jun 6, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Two men sitting at a table and having a conversation
Dan Finnerty | May 16, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Elderly woman doing yoga in a park
Dan Finnerty | May 9, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two people having a picnic by a lake
Dan Finnerty | Mar 31, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Professionally dressed man and woman looking at a tablet
Dan Finnerty | Jan 27, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Dan Finnerty | Jan 17, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Dan Finnerty | Dec 27, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Dan Finnerty | Dec 21, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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