Your key to financial success

Financial planning involves a wide range of activities including budgeting, saving, debt management, investing, and protection. Mapping these out as you go through each life stage will help you achieve your goals.

Financial Planning

Why you need to be the CFO of your life

What would your money situation look like if you thought and acted like your own Chief Financial Officer? Here’s how you might manage your finances.
Woman working on her financial plan on tablet
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Financial Planning

Financial planning for blended families

New partnerships that blend families can be joyous and stressful. Don’t ignore tough financial questions. This video explores what you need to know.
Financial Planning Blended Families
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Financial Planning

Smart tax strategies for every life stage

Paying taxes is part of life, but don’t pay more than your fair share. This video offers tax-saving tips and ways to get more from your savings.
Smart Tax Strategies Every Life Stage
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Financial Planning

Seven tips for choosing a financial advisor

Finding and choosing a financial advisor can be daunting. Here are seven tips to help determine your needs and find the right advisor relationship.
BlueShore clients meeting advisors
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Mona Heidari
Financial Advisor
Mutual Funds Investment Specialist

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