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Blog : Holiday Spending TIps

Protecting Yourself from Identity Theft

Certified Financial Planner CFP Financial Advice Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Financial Services Gay Friendly Financial Advisor Annapolis Holiday Spending TIps LGBT friendly financial Advisor Registered Investment Advisor Retirement Advice Retirement Planning Retirement Planning for LGBT Couples RIA Uncategorized Wealth Management January 17, 2025 Author: Woody Derricks

According to a recent survey conducted by Experian, 24% of people reported being a victim of identity theft or fraud during the holidays. During the holidays, we’re often so distracted while out shopping or searching for bargains online that we let our guard down. Before you go shopping, take some steps to help protect your identity. Online Data– Be […]

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Where is Your Paycheck Going?

CFP Financial Advice Financial Advisor Financial Advisor for LGBT Couples Financial Planner Financial Services Holiday Spending TIps Retirement Advice Retirement Planning RIA November 5, 2019 Author: Deborah Doyle

Spending Trends Let’s take a deeper look into where the average American’s income goes and how much is left to save, invest and pay down debt. How do your spending habits compare? 78% of Americans state that they are living paycheck to paycheck just to make ends meet. 75% of workers say that they are […]

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