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Learning Center

The Seaside Learning Center is an educational forum where thoughts, ideas and information is shared with our clients, Seaside Professionals and with the communities we serve.

Don’t Let Financial Anxiety Throw You Off Course

A global pandemic, economic uncertainty and civil unrest have caused many of us to question everything — from jobs and travel opportunities to investing and retirement savings. Here are some steps you can take to help you move forward with confidence.

7 Estate Planning Mistakes to Avoid

Writing a will and preparing other key estate planning documents can provide peace of mind. Read these seven steps you can take now that will hopefully help reduce stress for your loved ones after you’re gone. 

Time to Revisit Your Digital Strategy?

Tough times often lead to creative solutions. While the pandemic has wreaked havoc with businesses in many ways, it has some bright spots, too. 

Banker Advice: Teaching children about money

Teaching children at any age about money is very important. Taking the time now will help set them up for successful money management in the future. We received tips from several financial experts who advise taking these steps when teaching children about money. 

Data Security

According to a poll from CreditCards.com, 9 in 10 Americans have taken at least one big data security risk in the past year. There are a few common habits that can increase the risk of identity theft.

When Should You Outsource?

Small, midsize and large businesses use outsourcing in varying degrees to meet their needs, and it can be a smart move even when you’re focused on controlling costs. There are situations when outsourcing can save time and help you stay within budget. Being able to recognize those opportunities and bring in the right vendors can position your business for growth.

Preparing for the 'What Ifs' in Life

You never know what the future may hold, and the COVID-19 crisis adds another layer of uncertainty. In times like this, it becomes clear how important it is to have your affairs in order. Contemplating end-of-life concerns can be overwhelming at first, but knowing you are prepared can provide peace of mind.

5 Smart Moves for Surviving Market Volatility

Investing in the stock market can be a wild ride at times. No one knows for sure what will happen next, but knowing how to handle stock market volatility can help you stay on track. The following investing principles can help you manage your investments in changing market conditions.

Smart Money Moves to Make in Uncertain Times

With COVID-19 bearing down on the U.S. and the global economy taking a beating, millions of workers have lost their jobs and are facing difficult decisions. Many are feeling stressed to the max about their financial security. Here are some steps you can take to protect your money in uncertain times.

Look Beyond Past Performance

Are you thinking about adding to your portfolio or changing your lineup of investments? It’s wise to look under the hood and make sure you know what you’re getting before choosing an investment.

Don’t Shortchange Your Investing Potential

No one likes to lose, especially with money. But if you have a tendency toward “loss aversion," you may be missing out on significant financial gains. Consider these alternative approaches to investing.