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Posts by Michelle Smalenberger, CFP®

Social Security Income for Cost of Living Increase [Video]

By Michelle Smalenberger, CFP® | January 30, 2023

Will your social security income cover your expenses? In this video, we will cover the what you need to know about the cost of living increase!

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Creating and Funding Estate Plans [Video]

By Michelle Smalenberger, CFP® | November 21, 2022

What do you need to start creating and funding estate plans to protect your family legacy? Watch this video to learn more!

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When Should You Look For A Financial Advisor? [Video]

By Michelle Smalenberger, CFP® | November 7, 2022

If you are looking for a financial advisor, this video will give you a couple tips for if you need one and what to look for.

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How to Get the Most Out Of Your Savings Account [Video]

By Michelle Smalenberger, CFP® | September 12, 2022

Do you tend use your savings account to hold onto cash? In this article, learn about what they are and what to look for in a savings account.

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Inflation and Back To School Shopping [Video]

By Michelle Smalenberger, CFP® | August 8, 2022

This school year, you might find that inflation and back to school shopping are a package deal. Shop smart this fall with our checklist!

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To Pay Down Or Save? A Question Of Net Worth [Video]

By Michelle Smalenberger, CFP® | July 29, 2022

People ask: Should I pay off a loan or should I save money? This really becomes a question of net worth. Let’s discuss what net worth is…

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