Get your financial base camp ready for the year ahead

Your Financial Base Camp, Part 5 By Mark Zembo, Wealth Management Advisor The signs are here that summer is winding down. School buses have reappeared, Friday night high school football games are in full swing and the first day of autumn arrives next Monday. Change is in the air, and many of us have started…

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Campfire conversations: Reconnecting with your WHY

Your Financial Base Camp, Part 4 By Mark Zembo, Wealth Management Advisor Over the past few months, we’ve talked about your financial base camp, how it’s built, how it’s stocked and how it’s structured to hold when the unexpected happens. But even the best-equipped base camp needs one more thing: a compass. Without it, you…

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Is your financial plan built to withstand the unexpected?

Your Financial Base Camp, Part 3 By Mark Zembo, Wealth Management Advisor Over the Fourth of July holiday, my extended family gathered in North Carolina for our annual reunion. We’ve been coming together for as long as I can remember, and it’s become more intentional than the usual Thanksgiving visit. These reunions have taken place…

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What’s in your pack?

Your Financial Base Camp, Part 2 By Mark Zembo, Wealth Management Advisor My youngest son is a cadet in the local Civil Air Patrol squadron. For him, the program is living up to its promise. He’s learning to fly, lead, hike, camp and how to push his physical and mental limits. Just recently, he was…

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Your financial base camp

By Mark Zembo, Wealth Management Advisor When I was in sixth grade, something extraordinary happened — something you don’t often hear about these days. Our entire class went on an overnight camping trip — not to a local museum or landmark, but to a real camp. We had cabins, canoes, archery lessons, trails to explore…

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