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December 02, 2024

Myths About Women and Investing

By Wealth Management by CommunityAmerica |

Investment Education, Financial Planning

Discover how women can overcome investing myths, gain confidence, and secure their financial futures with expert insights from seasoned Wealth Advisors.

November 21, 2024

Your Guide to Choosing the Right Financial Advisor

By Jeff Vineyard |

Financial Planning, Investment Education

Find the right financial advisor that aligns with your goals and values. Explore 5 key factors to consider for a trusted partnership and personalized advice.

November 19, 2024

5-Step Checklist to Refresh Your Finances In 2025

By Jeremy Davis |

Savings, Banking Basics

Start the year strong with our year-end financial checklist! Set goals, refresh your budget, and build momentum for a successful financial future.

November 08, 2024

Monthly Market Insights: November 2024

By FMG Suite |

Market Insights

Stocks fell in October as pre-election jitters hung over trading, while solid but not spectacular Q3 corporate reports failed to buoy spirits.

November 05, 2024

Your Year-End Financial Planning Checklist

By Wealth Management by CommunityAmerica |

Investment Education, Financial Planning

To help you evaluate your financial situation and prepare for a new year, we've put together a checklist that focuses on eight key areas.

November 01, 2024

End-of-Year Strategies to Boost Your Retirement

By Guadalupe Galvan |

Financial Planning, Investment Education

Start the new year financially strong with year-end strategies to maximize retirement savings, from 401(k) contributions to tax-loss harvesting.

November 01, 2024

Finish the Year Strong with this Financial Checklist

By Tyler White |

Financial Planning, Investment Education

Review, adjust, and optimize your investments, taxes, and goals to set up a successful start to the new year. Finish the year strong with this financial checklist!

October 31, 2024

Smart Year-End Tax Moves to Consider

By Chase Dalton |

Financial Planning, Investment Education

From maximizing deductions to planning next year's strategy, discover smart end-of-year moves to help save on taxes and strengthen your finances.