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Blog

Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Kenneth O’Leary | Aug 15, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A teenager holding a yellow and blue longboard talking to her friend
Kenneth O’Leary | Jul 15, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Two yellow balloons with smiley faces on them
Kenneth O’Leary | Jun 15, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Two men sitting at a table and having a conversation
Kenneth O’Leary | May 24, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Man in a graduation cap and gown
Kenneth O’Leary | May 15, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Elderly woman doing yoga in a park
Kenneth O’Leary | Apr 15, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Kenneth O’Leary | Mar 15, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
Read More
Kenneth O’Leary | Feb 15, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
Read More
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Kenneth O’Leary | Jan 15, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Kenneth O’Leary | Dec 15, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Kenneth O’Leary | Nov 15, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
Read More
An exit sign in a modern office building
Kenneth O’Leary | Oct 15, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More

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