5 Financial Habits for Long-Term Success
Use these practical strategies to improve your money management skills.
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F I N A N C I A L G R O U P , P . C .
Stern & Heatwole
Sep 44 min
Weathering the Storm: Are You Ready for a Climate Emergency?
Learn how to effectively prepare for disasters like hurricanes, floods, wildfires, extreme heat, and severe winter storms.
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Stern & Heatwole
Aug 14 min
How to Create Stronger Passwords and Protect Your Online Accounts
How to Create Stronger Passwords and Protect Your Online Accounts
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Stern & Heatwole
Jul 14 min
Mastering the Art of Salary Negotiation
Get important advice about how to request a raise at work or how to ask for a higher salary during the hiring process.
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Stern & Heatwole
Jun 13 min
How to Bounce Back Financially After Job Loss
Follow these steps to keep your money matters on track if you’ve been laid off.
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Stern & Heatwole
May 14 min
How to Prioritize Financial Goals as Life Gets More Complex
Learn which financial obligations to focus on first, and which ones you can temporarily put on hold if you have limited resources.
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Stern & Heatwole
Apr 13 min
8 Things to Consider Before Buying Your Aging Parents Home
If you plan to pass real estate down to your adult children or inherit a home from your senior parents, find out what factors to discuss
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Stern & Heatwole
Mar 14 min
Financial Tips for Female Breadwinners
Find out reasons women often shy away from managing family finances, why this could be detrimental, and advice for female breadwinners......
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Stern & Heatwole
Aug 1, 20215 min
A Crash Course in 529 Plans and Their Impact on Financial Aid
When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool.
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Stern & Heatwole
Jul 1, 20215 min
Estate Planning for LGBTQ+ Married Couples
After the historic Obergefell decision, it’s important for LGBTQ+ couples to comprehensively review their estate plan.
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Stern & Heatwole
Jun 10, 20214 min
Unsure When to Claim Social Security? Timing Has Its Benefits
When it comes to the amount of your social security benefits, you have a choice in the matter.
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Stern & Heatwole
May 18, 20215 min
Does Your Credit Need Repairing?
After a tumultuous financial year, follow these suggestions to get your credit in tip-top shape.
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Stern & Heatwole
Apr 20, 20213 min
To Keep or Not to Keep: A Guide to Common Records-Retention Questions
If you’re wondering whether to hold onto some common financial documents, follow these record-keeping rules of thumb.
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Stern & Heatwole
Apr 6, 20214 min
A Starter Guide to Selling Your House
If you’re getting ready to sell your home, know the steps you need to take before finalizing the deal.
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Stern & Heatwole
Feb 23, 20214 min
Tax Season Scam Alert
To help you steer clear of this year’s top tax scams, learn the red flags to watch out for—along with some timely filing reminders
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Stern & Heatwole
Feb 3, 20216 min
Your Guide to Medicare Planning
We’ve assembled a Medicare planning guide detailing who is eligible, which services are covered, and how to avoid potential penalties.
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Stern & Heatwole
Dec 22, 20204 min
Last-Minute Charitable Giving Opportunities
Thanks to tax-efficient giving incentives in the CARES Act, you can make the most of your charitable donations this year.
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Stern & Heatwole
Nov 24, 20205 min
Solutions for Managing Student Loan Debt
Student loan debt is a huge financial challenge for many. Learn how to implement a long-term solution for managing it.
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Stern & Heatwole
Oct 22, 20203 min
Are You an Intelligent Investor?
Discover how you can be a wiser investor with tips and strategies from the father of investing himself, Benjamin Graham.
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Stern & Heatwole
Sep 22, 20204 min
Year-End Financial Planning Checklist
With the fourth quarter fast approaching, we’ve assembled a 10-item checklist to help you get your finances in order for 2021.
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