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Does Your Portfolio Have Room for Both Active and Passive Investing?

Provided by Bennett C. Whitlock III, CRPC® Investors today live in an era offering unprecedented global investment choices, in both active and passive vehicles. Investments in each category have opportunities and challenges for investors to consider when crafting an optimal financial strategy. With so many choices at your fingertips, how can you best capitalize on what the markets have to offer? …

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Four Financial Questions to Ask Your Parents

Provided by Bennett C. Whitlock III, CRPC® If you haven’t discussed your parents’ long-term financial goals with them, you aren’t alone. Over one-third of adult children say they haven’t had this conversation, according to recent research by Ameriprise Financial.1 While talking about this sensitive topic may seem uncomfortable, addressing it sooner rather than later can help eliminate challenges and uncertainty down …

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Don’t Wait to Start on a College Savings Plan

By Bennett Whitlock, CRPC® Private Wealth Advisor Besides planning for retirement and purchasing a home, there may be no more important financial goal that requires preparation than funding your children’s higher education. While saving for college may seem daunting, planning early and saving thoughtfully can make the goal more attainable for many parents. Here are four steps that can help along the way. 1. …

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Capitalizing on a Growing Global Economy

Provided by Bennett C. Whitlock III, CRPC®  One of the notable trends in 2017 is that for the first time since the Great Recession, virtually all economies around the world have enjoyed synchronized global growth. This is one of several reasons why investors have increasingly turned to international stocks and bonds to diversify their portfolio over the long term. If you …

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Five Ways to Teach Your Children to Give Back This Holiday Season

Provided by Bennett C. Whitlock III CRPC® The holidays can be a wonderful time for families and friends to gather together, sharing memories and gifts. This season can also provide the opportunity to instill the value of giving to others in your child. If you’re a parent, here are some ways you can encourage your kids to become budding philanthropists.  Talk …

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Five Financial Steps to Take Before the New Year

Provided by Bennett C. Whitlock III, CRPC® December is a great time to review your finances and get ready for a fresh start in the new year. Here are five key financial moves that are worth reviewing before year end: Review your goals and financial progress If you’ve laid out a plan to achieve your key goals such as retirement or …

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Retirement Saving for the Self-Employed

By Bennett Whitlock, CRPC®, Private Wealth Advisor If you are self-employed, you need to make retirement saving part of your routine. Even a modest amount can make a big difference in the total amount of your nest egg. Once your income is more consistent, consider increasing your contribution. There are a variety of retirement savings vehicles for self-employed individuals to consider. Among the most popular savings …

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Apple FCU Tips Help Holiday Shoppers Keep Credit Intact

Provided by Apple Federal Credit Union The race to make a list and check it twice has officially begun. Experts are predicting U.S. consumers will be spending four percent more over the holidays than they did last year. Apple Federal Credit Union, which has 22 branches throughout Northern Virginia, released tips on getting through that holiday shopping list without marring …

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What Going Green Means for Your Wallet

By Bennett Whitlock, CRPC®, Private Wealth Advisor What does it mean to “go green”? To many, it generally means making a commitment to be a good steward of the earth’s resources on a daily basis. Going green will likely have an impact on your lifestyle and your finances. Those who choose to be green should be ready to: Be savvy consumers. Spend more time researching …

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Ben Hazekamp Joins Whitlock Wealth Management

Provided by Whitlock Wealth Management Ben Hazekamp has joined Whitlock Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc., as a Client Relations Manager. His office is located at 12848 Harbor Dr. Suite 101, Lake Ridge. Ben, is originally from Janesville, Wisconsin. He attended Calvin College in Grand Rapids, Michigan before he began his career in politics …

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