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Four Tips to Avoid Holiday Debt

The holidays will be here before you know it! Financial professional Barry Bigelow talked with CBS 3 about why it’s beneficial to start planning now! He shared tips to get started:

1. Put Pen to Paper

Click here for a holiday budget worksheet

2. Stockpile Savings

3. Do Not Open Early

4. Negotiate a Gift Exchange

BONUS Tip: Use Your RMDs



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It’s easy to get started.

Start by talking with one of our advisors. We’ll get you on the right track to pursue your retirement dreams by answering your questions and giving you resources for this next chapter.

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