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10 Things You Can Do To Avoid Fraud

10 Things You Can Do To Avoid Fraud

by Doug McClure | Mar 19, 2020 | Financial Advisors, Wealth Management

Have you ever been conned or dread the idea of being swindled at any point? Well, worry no longer because we will be helping you out with ten ways in which you can have the edge over the frauds trying to leave you high and dry. Identify the imposters. Scammers tend to...
Why Being Close To Your Business Manager Could Benefit Your Business

Why Being Close To Your Business Manager Could Benefit Your Business

by Doug McClure | Dec 4, 2019 | Financial Advisors

One of the aspects of managing a small business is that you have to set up a business checking account. You’ll probably get a business credit card and seek financing too. There are two things that the bank may do. It may appoint a specific banker to be in charge of...
Habits To Pick In Your 20s To Become A Millionaire

Habits To Pick In Your 20s To Become A Millionaire

by Doug McClure | Jun 11, 2019 | Financial Advisors, Wealth Management

There is a lot of advice that is always flying around on wealth creation, and there’s no telling whether it is useful. However, most researchers who have observed millionaires have come to learn that building wealth entails picking some smart habits, and the...
Four Things Not to Do After Receiving an Inheritance

Four Things Not to Do After Receiving an Inheritance

by Doug McClure | Feb 15, 2019 | Estate Planning, Financial Advisors

Receiving an unexpected inheritance can get many of us off guard. Receiving huge amounts of money or property after a loved one’s demise can be overwhelming for many people. And who can blame them? Losing someone you truly love cannot be substituted by earthly...
Five Issues Financial Advisers Cannot Handle

Five Issues Financial Advisers Cannot Handle

by Doug McClure | Nov 16, 2018 | Financial Advisors

People who make substantial amounts of money and are wealthy are always in need of financial advisors and people they can rely on for advice on how they can invest their money, how to take care of their estates and ensure that their wealth is safe and secure even when...

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