What You Need to Know Before Filing an Insurance Claim

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The following was written by Alan Wallace, a senior private…

What To Do When Getting Your Estate Together

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Although you may prefer not to think about the day when you will…
Navigating Economic Disruptions: The Value of Financial Planning for Women

Navigating Economic Disruptions: The Value of Financial Planning for Women

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June 1, 2020 At Blue Trust, we offer strategies and principles…

Navigating Economic Disruptions: The Role of Diversification

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May 28, 2020 At Blue Trust, we offer strategies and concepts…

Navigating Economic Disruptions: The Importance of Identifying Behavioral Biases

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May 18, 2020 At Blue Trust, we offer strategies and principles…
Navigating Economic Disruptions: The Power of a Financial Plan

Navigating Economic Disruptions: The Power of a Financial Plan

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May 11, 2020 At Blue Trust, we offer strategies and concepts…

Educational Provisions Enacted in Response to Coronavirus (COVID-19)

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May 7, 2020 The Coronavirus Aid, Relief, and Economic Security…

Navigating Economic Disruptions: The Resilience of Time-Based Investing

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May 4, 2020 At Blue Trust, we offer strategies and concepts…

Unemployment Benefits Under the CARES Act

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April 20, 2020 The recently passed "Coronavirus Aid, Relief,…

What Does the CARES Act Mean for You?

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April 6, 2020 In times of uncertainty, our nation comes together.…

The Growing Importance of Women and Investing

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March 9, 2020 As International Women’s Day was celebrated…

What’s the Deal with Year-End Giving?

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December 2, 2019 Christmas trees, lights, carols, Santa commercials,…

Blue Trust Celebrates 40 Years!

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November 4, 2019 Today marks an important milestone as Blue…
Should I Give My Children an Allowance?

Should I Give My Children an Allowance?

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September 23, 2019 The following was written by Shawn Jacques,…

Can Cash Help You Meet Your Financial Goals?

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August 26, 2019 So far, 2019 has been filled with uncertainty.…

A Plan for Purposeful Giving

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July 29, 2019 Blue Trust is pleased to partner with Women…
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Living on One Income

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July 15, 2019 The following was taken from Russ Crosson’s…
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Three Principles for Moving Your Children Toward Financial Freedom

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The following was written by Erik Daniels, Blue Trust Executive…

Moving Forward on Your Own: A resource to help widows become more confident, knowledgeable, and secure about their money matters. The book integrates basic financial information with self-reflective exercises that encourage financial self-assurance.

Should a Large Sum of Cash Be Invested All at Once

Should a Large Sum of Cash Be Invested All at Once?

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February 26, 2018 Some investors, who are not comfortable…

What Widows Need Whitepaper

Splitting Heirs a book by Ron Blue

Personalized Decision Making

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