Latest articles by Kevin Brauer, MBA, CPA, CMA
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Five Perks of Choosing Local or Regional Financial Institutions
A commitment to the community and a focus on customer service lead the benefits of banking with a smaller financial institution.
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Six Strategies for Retiring on a Fixed Income
When your paychecks quit rolling in, will you be OK? Run through this pre-retirement checklist to see how ready you really are for life on a fixed income.
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How Your Financial Institution Can Help You Dig Out of Debt
High interest rates and inflation have helped add to Americans’ credit card debt. Your bank or credit union might be able to help you dig out.
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To Achieve Financial Stability, Start With Small Steps
Setting specific and manageable goals — and celebrating your successes — can make your financial journey much less daunting.
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How a Small Business Can Find the Ideal Banking Partner
Your financial institution should provide your business with more than checking and savings accounts. It should have a vested interest in your success, especially during uncertain times.
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Are You Overlooking Your Financial Institution’s Resources?
Reaching your financial goals could be easier if you maximized the educational offerings as well as credit and debt counseling available through financial institutions.
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Four Reasons Credit Unions Are a Good Bet in Unsettled Times
Credit unions’ member-focused benefits, lower rates and fees and more can help you strengthen your financial future.
