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What piece of advice would you offer to someone learning how to manage their money? In her recent article for SELF Magazine, Linda Davis Taylor, Clifford Swan’s Chairman and CEO, walks readers through a simple strategy to create and maintain a budget.
How to Make a Budget You Can Stick to With the Easy 50/30/20 Rule
The holidays have come early at Clifford Swan, as we’ve received the gift of new team members. Given our people are a key component of what makes Clifford Swan strong, we are excited to share a few team updates. Bolstering OperationsEarly in 2024, we identified a need to expand our operations team to free up […]
As the year winds down, it’s the perfect time to pause and take a close look at your financial goals. Even if you’ve reached some big milestones, there still could be a few valuable moves you can make before year-end. With IRS deadlines approaching, now’s the moment to make some proactive choices that could leave you […]
We’ve written before about protecting yourself from financial fraud and encourage you to keep this threat in mind. As technological advances have improved our lives in many ways, an unfortunate side effect is technology’s role in helping cybercriminals construct more sophisticated financial scams. Recently, some of our clients have experienced more advanced phishing attempts that […]