In this week’s recap: Mixed news elicits a mixed reaction from the markets; incoming Biden Administration outlines stimulus plan. Weekly Economic Update     THE WEEK ON WALL STREET Markets drifted lower last week as uninspired investors digested mixed news on the economic front. The Dow Jones Industrial Average lost 0.91% while the Standard &…

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Is Your Money Really Going Towards Your Goals? Tracking where your money is spent is the first step to creating a budget. A budget finds the balance between your needs and wants, your present and future, and your current enjoyment and your long-term goals. [1] Budgets are the roadmap to how you will fund your…

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How To Make SMART Financial Goals Last year was history making. Widespread and rapid shifts in how we interacted with the outside world touched every aspect of our lives. For many it was a challenging year financially with unemployment hitting the service, travel, and entertainment industries disproportionally harsher than other businesses.[1] But even if you…

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Building a Healthy Financial Foundation How many pieces do you have in place?     When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean?   When your financial “house is in order,” it means it is built on a solid foundation.…

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Getting started with you household budget.     Budgeting towards needs and goals. One of the objectives of creating a household budget is that, as time moves on and the various household members advance in their careers, they are likely to make more money. Knowing where that money goes can help direct that money to…

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