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Household Finances

The 5 W’s of Emergency Funds

The economic impact of the COVID pandemic has reinforced the importance of having an emergency fund.  For those unsure what […]

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Should You Refinance Your Mortgage Now?

Mortgage rates have once again dropped to record lows in recent weeks—setting a new all-time low for the third time […]

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How to Improve Your Finances in Your Spare Time: A Coronavirus Checklist

Over the past couple months, we’ve written blog posts on a number of coronavirus-related topics, including ones targeted at those […]

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Could the “Families First Coronavirus Response Act” Be Your Saving Grace?

Across the country, experiences of the coronavirus lockdown have varied significantly, based in large part on one’s health, work status, […]

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Do’s and Don’ts for Saving Money (and Maximizing Fun!) on a River Cruise

Over the past several years, many of our clients have explored various parts of the world from the vantage point […]

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Cybersecurity: Seven Easy Steps to Protect Ourselves

At our annual PFS Client Dinner last week, we had the pleasure of hearing Steve Ryder, President of True North […]

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