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articles-Elder fraud: What I learned from helping my parents recover from financial fraud

Elder fraud: What I learned from helping my parents recover from financial fraud

October 20, 2021

Personal Finance Financial Wellness Special Interest

"At this point, it was clear my father was an active victim of fraud.”

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articles-Understanding the American Rescue Plan Act of 2021

Understanding the American Rescue Plan Act of 2021

June 30, 2021

Personal Finance

In this article we will explain some of the key provisions contained in the act and how they may affect your finances.

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articles-Disability insurance: The forgotten safety net

Disability insurance: The forgotten safety net

Alex Kim, CFP®, MBA, CPA

May 17, 2021

Financial Planning Personal Finance Disability Insurance

Disability insurance is a safety net that can provide you peace of mind and a financial cushion.

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articles-Electronic Tools for Managing Your Finances | MMBB Financial Resource Center

Electronic Tools for Managing Your Finances

September 01, 2020

Personal Finance

As we adjust to the new normal amid the COVID-19 pandemic, many of us are seeking easy and efficient ways to practice

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articles-Married or single, knowing how to save, invest and plan for the future is essential

Married or single, knowing how to save, invest and plan for the future is essential

Alina Parizianu, MBA, CFP ®, BFA ™

December 01, 2019

Personal Finance

Women have come a long way in closing the gender gap that has, for generations, placed them at an economic disadvantage.

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articles-Using Technology to Manage Your Finances

Using Technology to Manage Your Finances

March 01, 2019

Personal Finance

In today’s fast paced world, we use technology in almost every area of our lives. So, it makes sense to use technology

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