Credit cards have revolutionized the way we manage our finances. However, this convenience comes with its own set of risks, including credit card fraud. As technology advances, so do the…
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by Alex Beale
Credit cards have revolutionized the way we manage our finances. However, this convenience comes with its own set of risks, including credit card fraud. As technology advances, so do the…
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by Alex Beale
…financial goals are within reach! Contact your Patriot Advisor for more ways to help reach your financial goals. https://www.investopedia.com/terms/d/debt-avalanche.asp https://www.nerdwallet.com/article/finance/what-is-a-debt-snowball https://www.wellsfargo.com/financial-education/basic-finances/manage-money/cashflow-savings/emergencies/ This content is developed from sources believed to be…
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by Alex Beale
…Retirement Planning Professional Retirement planning can be complex, especially for female entrepreneurs who are juggling business priorities and personal finances. A financial advisor who has experience working with small business…
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by Alex Beale
…which ended the 43-day shutdown, will run out of funds.11 By month’s end, expect attention to focus on how Congress will structure a new spending bill. Finance.yahoo.com, December 31, 2025…
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Grant joined the Patriot team in 2023 as a Paraplanner. He earned his Bachelor of Science in Finance from Mississippi State University. During his time at MSU, Grant participated in…
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by Alex Beale
…April 4, 2025 WSJ.com, April 9, 2025 CNBC.com, April 22, 2025 CNBC.com, May 12, 2025 CNBC.com, May 13, 2025 Finance.Yahoo.com, May 30, 2025 MarketWatch.com, June 5, 2025 CNBC.com, June 24,…
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by Alex Beale
…meaningful progress toward funding higher education. You can take proactive steps toward achieving your educational goals by assessing your finances, exploring financial aid options, utilizing tax-advantaged accounts, and creating a…
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by Alex Beale
…implications, business owners face a distinct set of retirement planning challenges and opportunities. To review your financial plan, contact your Patriot advisor today! https://www.investopedia.com/articles/personal-finance/120314/top-retirement-strategies-small-business-owners.asp https://www.irs.gov/businesses/small-businesses-self-employed/sale-of-a-business This content is developed from…
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by Alex Beale
…preventing identity theft, contact your Patriot Advisor. https://www.usa.gov/credit-freeze https://www.identityforce.com/personal/child-identity-theft# https://www.nerdwallet.com/article/finance/how-to-freeze-credit This content is developed from sources believed to be providing accurate information and provided by Twenty Over Ten. It may…
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by Alex Beale
… https://www.forbes.com/sites/deborahwince-smith/2022/02/25/bracing-for-the-silver-tsunami/?sh=5f6041d233e4 https://www.statista.com/statistics/296974/us-population-share-by-generation/ https://www.nerdwallet.com/article/investing/social-security/average-retirement-age-us# https://smartasset.com/data-studies/where-boomers-moved-2023 https://accessonepay.com/articles/baby-boomers-and-healthcare-challenges/ https://www.morningstar.com/personal-finance/100-must-know-statistics-about-long-term-care-2023-edition https://news.yahoo.com/boomers-moving-cities-golden-years-212544297.html https://www.usnews.com/360-reviews/services/senior-tech-aging-in-place-survey This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not…
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