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  • Comprehensive Cyber Insurance: A New Staple for Every Business

    Are you prepared for a cyberattack? You may have tech protection, but what about the losses and expenses caused by an attack? Most policies lack the coverage you would need to cover damages to yourself and your customers, not to mention the ransom you might have to pay for data recovery. Here’s what to look for when you’re shopping for coverage against cyberattacks.

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  • The Nuts and Bolts of Equipment Finance

    No matter what business you’re in, equipment is likely one of your major capital expenses. Planning for a purchase takes careful planning and strategy, as do any maintenance and upgrades it needs. To get started, this is what to talk over with a trusted equipment finance advisor.

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  • Ransom-proofing Your Business

    What are the real chances your data could get held for ransom? Better than you think. According to the CyberSecurity Alliance, ransomware attacks nearly doubled from 2020 to 2021, and 70 percent of all attacks target small to mid-size companies. So what can business owners do?

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  • Rising Interest Rates: What Investors Need to Know

    The low interest rate environment we’ve enjoyed since the Federal Reserve’s last rate increase in 2018 will begin to shift in 2022. On March 16, the Fed increased rates by 25 basis points (0.25 percent), bringing it to .50 percent. While the Fed is forecasting seven rate hikes this year, some pundits still believe we will only see four or five, depending on future inflation readings. What does this mean for you and your investments?

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  • Putting Wealth to Work for You and Your Heirs

    Whether you earned wealth or inherited it, chances are you want to spend some, save some, give some and leave some for your loved ones. If you’re still working, you likely have plans to retire someday, with many goals and life events in between. How can you put your wealth to work for you throughout your life and beyond? First and foremost, find a trusted, experienced and certified professional to help you put an active plan in place and revisit it annually to adjust for market conditions, evolving goals and unexpected curveballs.

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  • Everyone's Money Needs a Plan

    It doesn’t matter where your money comes from: hourly wages, salary, commission, pension, Social Security or trust fund. If you don’t have a plan for your money, you won’t get the maximum benefit. And you’ll spend too much time and energy worrying about it. A good financial plan puts structure and intention into your financial life. It helps you pace your spending, saving and borrowing through the tight years as well as the prosperous ones to avoid the chaos of a feast-or-famine existence.

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  • How to Spot a Money Scam

    You may have learned to spot a scam that’s phishing for your personal identifying information, like your social security number or birthdate, but some scams are just out to take your money right then and there. Even worse, when tricksters con you into completing a voluntary transaction, even under false pretenses, it’s extremely hard to retrieve your money. It’s important to be familiar with the common types of scams designed to separate you from your money.

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