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7 Budgeting Tips to Kickstart Your Year
Family & Lifestyle Joel Appleman Family & Lifestyle Joel Appleman

7 Budgeting Tips to Kickstart Your Year

As we kick off the new year, it's the perfect opportunity to take charge of our finances and set ourselves up for a successful 2025. The holiday season often leaves us with a bit of a financial hangover, making January an ideal time to reassess our financial situation and create a budget that promotes stability and growth. Budgeting is a powerful tool that can help us achieve our financial goals and help ensure a secure future.

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Beware of These Common Holiday Scams
Family & Lifestyle Joel Appleman Family & Lifestyle Joel Appleman

Beware of These Common Holiday Scams

The holiday season is a time of joy, generosity, and celebration, but it’s also a prime time for scammers. With so much focus on shopping, giving, and traveling, it’s easy to let your guard down. Every year, countless people fall victim to scams that exploit the spirit of the season, leaving them with financial loss, stolen personal information, and frustration.

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Giving is a Family Affair
Estate & Giving Joel Appleman Estate & Giving Joel Appleman

Giving is a Family Affair

As wealth grows, so does the desire to increase charitable contributions – and leave a legacy of generosity. Involving your family in such a noble effort can bring even greater joy. It’s a heartwarming feeling when you pass down your value of helping others, to live on long after you’re gone.

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From the Desk of Chase Snyder, CFA
Team Insights Joel Appleman Team Insights Joel Appleman

From the Desk of Chase Snyder, CFA

How in the world is it almost Thanksgiving?! When my wife and I were expecting our first child, everyone told us how quickly time would fly, but I never imagined THIS fast. Our son, Louie, was born in April this year and quickly made me feel just as naive as he is.

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10 Questions to Ask Before You Give to Any Organization
Estate & Giving Joel Appleman Estate & Giving Joel Appleman

10 Questions to Ask Before You Give to Any Organization

When it comes to giving back to the community or supporting a cause, it's essential to do your due diligence before donating to any organization. With so many nonprofits and charities out there, it can feel overwhelming to decide where to allocate your hard-earned resources. Before you make a donation, consider these ten questions to ensure your contribution will have a meaningful impact.

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