Newsletters

27th Feb, 2020

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5 Retirement Mistakes to Avoid

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Planning for retirement is an ongoing process. No matter how much you have saved or where you are in your journey, it’s a good idea to regularly check in with your plan and stay informed.

And even if you feel confident about your current strategy, it can help to review these common saving and spending mistakes.

Take a look, and…

13th Feb, 2020

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How to Manage Your Key Digital Assets

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

The average American has thousands of dollars worth of digital assets — this includes things like cryptocurrency accounts, sensitive personnel files and even irreplaceable items like family photos.

Many of us don’t have a plan for managing this information and keeping it secure, however.

Want to get organized and make life easier for you and your family? Here…

30th Jan, 2020

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Are you prepared for tax season?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Believe it or not, it’ll be time to start thinking about doing your taxes soon (if you haven’t already begun).

Whether you already have a plan in place or know you need to make some adjustments this year, it’s a good idea to check in with a few basics.

As always, reach out if you need some assistance. For…

16th Jan, 2020

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Ideas for Safeguarding Your Wealth in 2020

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

You’ve worked hard to earn what’s yours. Thoughtful decisions and smart planning have helped you find financial stability, and now it’s time to go the extra mile to ensure your assets will stay secure for years to come.

You probably already have a good start, but make sure you’re keeping these five steps in mind if you…

26th Dec, 2019

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Do you have competing financial goals?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

When it comes to your finances, it can seem impossible to manage everything at once.

And you’ll probably face competing priorities at some point: Should you save for retirement or contribute more to your child’s college fund? Should you pay off any outstanding debt or save for a bigger house?

Coming up with the right strategy can be challenging,…

2nd Dec, 2019

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How does retirement change your finances?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Planning a successful retirement is about more than saving enough money. It also means learning to adjust your habits — financial and otherwise — to your new schedule and lifestyle.

Are you ready? Or at least headed in the right direction?

Whatever your current situation is, here are the factors to think about as you move into your post-work…

14th Nov, 2019

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Beyond Salary: 7 Top Employee Benefits

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Imagine this: You have two job offers with similar salaries and potential career growth. Which one should you take?

The answer may depend on the other benefits on the table.

Many employers offer more than a salary and health insurance. No matter your current situation, make sure you’re aware of a company’s potential perks, and more importantly, make sure…

31st Oct, 2019

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How to Have a Healthy Money Outlook

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Did you know that money management and financial challenges are one of the biggest sources of stress for many Americans?

Regardless of your net worth, it seems like there’s always something to worry about.

While some things can’t be controlled, other stressful triggers can be kept in line with a little bit of thought and planning.

Here are six…

17th Oct, 2019

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Money Mistakes You Don’t Have to Make

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Money mistakes can happen at any age — whether you’re negotiating your first job offer or planning your retirement. The good news? With a few simple steps, you can gain control of your financial future starting today.

Ready to reach your goals? Here’s how to be financially savvy no matter where you are in life:

26th Sep, 2019

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4 Things to Do if Your Data Is Compromised

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

If you keep up with the news, you’ve seen that several companies have had their databases hacked recently. So what can you do if you think your personal data may have been compromised?

Here are four key steps to take if you’re notified of a data breach.

1. Change Your Passwords

First, you’ll want to change your…