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Glossary of Terms
To understand investment matters, start with the lingo.
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Five Common Misconceptions About Retirement
When you plan for retirement, an exciting new phase of life, double-check your expectations. They may not match the reality.
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Prepping Early For Tax Day
Taxes Prepping Early For Tax Day Prepping Early For Tax Day Insights from experienced financial ... taxes. You will also need the social security numbers for yourself, your spouse, and any dependents,
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Protect Yourself From Card Skimming
Reports of ATM skimming are on the rise. Card skimming at gas pumps has also been reported in the Capital Region. Fraudsters install “skimmers” to steal data from a card’s magnetic stripe and then use that information to create counterfeit cards. Here are some more ways to protect yourself from skimming.
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Tax Season Scams
People who claim to be IRS officials are stealing money from taxpayers. See how the imposter scam works and protect yourself from other trending frauds and identity-thieves.
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8 Things Financial Planning Can Help You Address
Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different.
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Six Keys to More Successful Investing
Here are six basic principles that may help you invest more successfully.
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Online Banking Disclosures
Online Banking Disclosures
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Insurance Needs in Retirement
Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any changes that might be needed.
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Rebate vs 0 Percent Financing
There are many things to consider when buying a new car. One decision that many people are faced with is whether to take a large, cash-back rebate offered by the dealer or choose zero percent financing.
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Home Buying Education
Helpful steps for the first-time homebuyers.
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Feb 22 Market Update
MarketUpdates February Market Update Timely information on current market trends Stocks have gotten ... anxiety running high, here are some important numbers that should help calm some nerves. The S&P 500
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What to Do with Your Retirement Plan During Lay-Offs or Furloughs
If you have lost your job or been furloughed, you may be wondering what to do with your retirement account. Depending on your situation, you may want to consider one of the following options.
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The Great Resignation – Were you one of the 20 Million people?
When people switch jobs, retirement may not be top of mind. It’s important to know your options for your existing retirement accounts and what the new employer offers. Make an appointment with one of our Advisors if you fall into this category. We can help!
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A Financial Checklist for Life-Changing Events
When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.
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Scam Alert: Fake Deals
The fact that we have become a society dependent upon the internet makes it easier for criminals to steal your money. Here are some ways to protect yourself when you are shopping online.
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How to Build a Retirement Plan
Asking these three questions can help get you started on a solid plan for retirement.
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Five New Year's Resolutions for Those Nearing Retirement
Getting ready for retirement is both exciting and daunting. If your retirement years are on the horizon, below are a few new year's resolutions that may help put you on track.
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Business Credit Card
Turn your everyday business expenses into rewards with CAP COM's Business credit cards.
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An Essential Guide to Estate Planning Preparedness
If you have not begun to prepare an estate plan, or if your estate planning efforts have stalled, what can you do to get back on track? Here are seven crucial steps to take when planning your estate.