Finance
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The role of a banking partner in business growthSep 05, 2026 4:16 pm - Growing a business takes more than a great idea. It requires careful planning, smart financial decisions and access to the right resources along the way. While business owners often rely on accountants, attorneys and other advisers, a strong banking partner can also play an important role in supporting long-term business growth.
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The wrong people are paying off their mortgages
Sep 05, 2026 9:27 am - Almost one in every four homeowners is paying off their mortgage at a rate faster than they’re required to — but the people who would benefit the most from this strategy are the ones least likely doing it.
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Will you get your full Social Security payout? Here’s what experts say.
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Interest rates are higher, but area banks are still lending to small businesses. Here’s how to get your loan.Aug 22, 2026 9:35 am - Interest rates have come down since their peak a few years ago. However, the prime rate, which is the rate most banks charge to their best and biggest customers, is at 6.75% and most of my clients are paying at least one or two percentage points above that. So financing is still not cheap.
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Rules for making grandparents part of college planningJul 29, 2026 9:51 am - If your child’s grandparents feel they have the resources to help out with college expenses and are offering their support, there are ways to optimize their contributions without jeopardizing financial aid.
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An IRA playbook to build wealth at every stage of life
Jul 18, 2026 7:33 am - In the world of financial planning, we often treat retirement accounts as static buckets. But for the savvy investor, an IRA has a life cycle that must evolve as they do. From a teen’s first summer job to a retiree’s final legacy bequest, the optimal way to use these accounts changes based on tax bracket and life stage.
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Americans are using credit-card rewards to pay for groceries, gas
Jul 16, 2026 3:09 pm - A pile of credit-card reward points can take you business class to Bali or cover a few days’ stay in a London boutique hotel. These days, as inflation strains American budgets, more people say they’re using points for daily essentials, from gasoline to cat litter.
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Families need to understand the true cost of attending collegeJul 15, 2026 9:04 am - A recent report in Inside Higher Ed said something that wasn’t surprising to me: Many students and families are unprepared for the true cost of college.
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Banks rake in big profits as both Wall Street and the US consumer stay strong
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Creating stronger communities through local commitmentJul 09, 2026 3:50 pm - Strong communities are built through consistent investment, meaningful partnerships, and organizations that are committed to supporting the neighborhoods they serve.