Take Aways

We are so fortunate that  many fabulous speakers have shared their time and talents with our members, we feel it is imperative to post summaries of their great information and valuable advice for everyone’s benefit.

Cash is King

"Before the pandemic, Americans prioritized paying down debt—now experts say you may want to hold off" An article in CNBC.com on May 7th posted the following information: "Even before the Coronavirus pandemic shut down many parts of the U.S. and put millions out of...

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Financial Scams: How to Help Protect Yourself

It’s no exaggeration to say that scams are everywhere. Whether you’re receiving a call, checking email, using social media, or shopping online, you’re potentially at risk for identity theft. Here’s how to thwart attempts to steal your personal information, your money...

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Money = Happiness?

"Money & Happiness" by Grant Sabatier, founder Millennialmoney.com What is your earliest memory of being happy? Do you remember that feeling, being a kid on a warm summer night, the grass under your bare feet, and the freeing feeling of not having to go to school...

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Gift Cards

We're receiving unfortunate news that many iconic stores and businesses are either going out of business or facing financial restructuring with bankruptcy. Locally Two Jay's recently filed for bankruptcy, and on Worth Avenue both Neiman Marcus and Brooks Brothers have...

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A few “Old Fashioned” ways to save money now.

Our grandparents knew about saving and living frugally, especially those who lived through the world wars and their own times of hardship and sacrifice. These tips were shared by a member with New England roots who remembers her Yankee grandmother sharing these...

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Banks & Credit Cards During Coronavirus

Many banks are offering some type of relief, but it’s often on a case by case basis. It’s worth contacting your bank if you’re facing any financial hardship to discuss your options. Call your credit card company if you expect to be late with a payment and ask to...

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Estate Plan Review

Now is also a very good time to review essential estate planning documents for yourself and your family. We suggest you consider having the following in place: Health Care Directive: allows a loved one to make medical decisions on your behalf should you not be able to...

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Foreclosure Blueprint

Dealing with a possible foreclosure no longer holds a negative social stigma.  During the recession, they became a norm in the landscape of American homeownership.  Anyone can find themselves in a position of possible foreclosure coming out of the times of the past...

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