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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.

Going From Two Incomes to One

Whether it’s due to one partner staying home to raise the kids or due to a job loss, households transitioning from two incomes to one may face a large financial challenge. Whether living on one income is your dream come true or a circumstance you hope to avoid, it helps to be prepared and think through your options. Here are seven things to consider...

Tips to Help Aging Parents Manage Their Finances

Family discussions surrounding money and finances can often be awkward. And for adult children, having these conversations can be especially difficult with aging parents. You might be seeing a decline in your loved one’s health and/or cognitive abilities that could be impacting their ability to manage money. 

Becoming a Consultant in Retirement

Whether it’s to bring in extra income or to impart your knowledge to the next generation, becoming a consultant can be a great way to transition into retirement. And you’re in good company. Those ages 50 and older are the fastest growing segment of entrepreneurs.* Here are some tips to help you ease into making the switch.

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.