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Take a Fresh Look at Your Finances

Provided by Whitlock Wealth Management Remember those financial resolutions you committed to at the beginning of the year? If they seem like a distant memory, the start of summer can be a great time for a reset. Follow the tips below to refocus on your financial goals during the dog days of summer. Start with a clean slate. Review your …

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Rep. Comstock Joins Reps. Coffman and Maloney In Introducing The First-Time Homebuyer Savings Account Act

Provided by Congresswoman Barbara Comstock’s Office Congresswoman Barbara Comstock (R-VA) has joined Congressmen Mike Coffman (R-CO) and Sean Patrick Maloney (D-NY), for the bipartisan reintroduction of H.R. 2802, the First-Time Homebuyer Savings Account Act.  “Buying a home is one of the best ways to lift people into the middle class and keep them there, which is why this bipartisan legislation …

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Taking a Hard Look at Long-Term Care Insurance

Provided by Whitlock Wealth Management For many Americans, buying insurance to cover your home, car and health is standard practice. But long-term care insurance is a mystery for many, even though it offers important financial protection against some of life’s uncertainties. The goal of long-term care (LTC) insurance is to protect the policy owner from footing the entire bill of …

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Richard Robinson Joins Whitlock Wealth Management

Provided by Ameriprise Financial Richard Robinson has joined Whitlock Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc., as a financial advisor. His office is in Raleigh, NC. Richard began his financial career with a small investment firm in Florida as a proprietary trader on their trade desk.  From there he owned and operated a mortgage company …

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Planning to Start a Business? Start Saving

By Bennett Whitlock, CRPC® For many, achieving the great American dream includes opening a business. If you have an idea for a company that you believe could be successful and want to pursue this dream, it is important to do your homework. There are important steps that every potential small business owner must take— they include: Identifying an opportunity in …

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The Benefits of Tax Diversification in Your Retirement Plan

By Bennett C. Whitlock III, CRPC® Taxes are an often-overlooked aspect of retirement planning. While many Americans are saving diligently and focused on accumulating the biggest “nest egg” possible, many investors may not be fully considering the impact that taxes will have on their monthly income in retirement. This is an important dynamic to understand and will prevent any unnecessary surprises …

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Finding Financial Stability After a Divorce

By Bennett C. Whitlock III, CRPC® Managing finances following a divorce can be emotional and overwhelming. Even the best-laid financial plans may seem complicated as you adjust to your new situation and next steps. No matter how complex your financial circumstances may feel, the following steps may help you secure your financial future: Adjust your budget to match your current lifestyle. …

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How Much Home Remodeling Can You Afford?

By Beth Kotz, Credit.com This year, sunshine, green leaves and a gentle breeze may stir you for more than another simple round of spring cleaning. Home remodeling projects are often a big draw as the temperatures outside become more comfortable, and you might see yourself lounging on the perfect backyard deck, entertaining in your updated kitchen, or relaxing in the …

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Are You Talking Yourself Out of Saving for Retirement?

By Bennett C. Whitlock III, CRPC® Saving for – and even thinking about – retirement can be overwhelming. While it’s natural to worry about your financial future, be careful not to let preconceived notions prevent you from actively saving for tomorrow. If you find yourself having one of the following doubts, consider reframing your thinking. A shift in perspective may be …

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Apple FCU Releases Tips to Help Vacationers Protect Their Finances While Traveling

Provided by Apple Federal Credit Union Millions of Americans are planning their summer vacations. To help travelers prepare and minimize their financial risk, Apple Federal Credit Union released its 2017 list of top tips to help consumers keep their finances safe while traveling. “Planning and common sense can help make sure vacation fun doesn’t get derailed by criminals,” explains Larry Larsen, …

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