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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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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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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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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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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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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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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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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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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