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Financial Safety in the Digital Age: Avoiding Identity Theft

Aug 4, 20232 min read

Financial Safety in the Digital Age: Avoiding Identity Theft

If you are somewhat comfortable using an online service, there are three strategies you can implement to significantly reduce the chances...

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President or Jobless at 55: A Career Mantra that Defined My Journey

Timothy Clifford

Aug 1, 20232 min read

President or Jobless at 55: A Career Mantra that Defined My Journey

Thirty-five years ago, my career journey began as a runner at the Chicago Mercantile Exchange. Today, I find myself in a picturesque...

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Demystifying Financial Planning: What to Expect During Reviews with Core Wealth Consultants

Timothy Clifford

Jul 30, 20233 min read

Demystifying Financial Planning: What to Expect During Reviews with Core Wealth Consultants

When engaging with professionals in fields such as Taxation, Finance, Medicine, Law, Insurance, etc., it can sometimes be challenging to...

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Can our investments do well and do good in the world?

Timothy Clifford

Jul 26, 20233 min read

Can our investments do well and do good in the world?

It's a popular concept, making a difference in the world with your investments, but before considering investing from a social...

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Tackling Employee Finance Issues: A Strategic Benefit That Truly Matters

Timothy Clifford

Jul 14, 20232 min read

Tackling Employee Finance Issues: A Strategic Benefit That Truly Matters

Tackling Employee Finance Issues: A Strategic Benefit That Truly Matters Retaining and identifying talented professionals is a...

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The Significance of Having a Financial Plan

Timothy Clifford

Jul 11, 20232 min read

The Significance of Having a Financial Plan

The 2023 Modern Wealth Survey conducted by Schwab involved 1,000 US citizens who estimated the average net worth required to be...

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Three Investment Risks, And How to Mitigate Them

Timothy Clifford

Jul 7, 20233 min read

Three Investment Risks, And How to Mitigate Them

Given all the current global challenges such as inflation, political unrest, and mounting debts, it can be overwhelming to determine...

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The Biggest Financial Mistake The Mass Affluent Make

Timothy Clifford

Jul 1, 20233 min read

The Biggest Financial Mistake The Mass Affluent Make

Mass affluent investors - individuals with $100,000 to $1,000,000 of liquid financial assets plus an annual household income over $75,000...

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Six Reasons a Financial Roadmap is Important to a Marriage

Timothy Clifford

Jun 21, 20233 min read

Six Reasons a Financial Roadmap is Important to a Marriage

When managing finances as a married couple, it seems common for one person in the relationship to know all about the finances and manage...

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Timothy Clifford

Dec 26, 20224 min read

2022 in Review and a Look at 2023

Happy New Year! And welcome to 2023. I will be a little longer than usual in this year's update and touch on three points. The first is...

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