A Path to Serenity and Smart Money Choices
- By: Kotys Wealth Professionals
- Last Updated: October 30, 2026
In today’s fast-paced world, financial stress has become a part of life for some. The anxiety and pressure associated with money matters can create a vicious cycle, affecting both mental and physical health. However, there may be a pathway through this …
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In the age of AI, protecting your money starts with a healthy dose of skepticism
- By: Everwise Credit Union
- Last Updated: October 21, 2026
Scammers are getting smarter, and so should we. Spotting a scam used to be simple. A suspicious email with misspelled words, awkward grammar or an unfamiliar-looking link. Those were often the first clues someone was trying to steal your personal information …
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Understanding 2026 Tax Changes with Kotys Wealth
- By: Kotys Wealth Professionals
- Last Updated: September 22, 2026
On July 4, the One Big Beautiful Bill Act was signed into law. This sweeping piece of domestic legislation extends, revises, and in some cases permanently establishes a wide range of tax rules affecting individuals, families, and businesses. Some provisions …
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First Year of Retirement: What to Expect
- By: Kotys Wealth Professionals
- Last Updated: August 25, 2026
There’s a moment early in retirement that surprises a lot of people. They wake up, and there’s nowhere to be. No commute. No quick check of the inbox before coffee. Just a quiet morning that’s all yours to enjoy however you wish. At first, that …
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Back-to-school season is the perfect time for families to reset their finances
- By: Samantha Marino
- Last Updated: July 23, 2026
It’s that time of year again when stores swap out summer decorations and fill their aisles with folders, notebooks, backpacks, and everything else on students’ back-to-school shopping lists. While many families focus on checking supplies off their …
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The power of compounding: Saving early and letting time work for you
- By: Kotys Wealth Professionals
- Last Updated: June 24, 2026
In 1964, The Rolling Stones released the hit single, “Time Is on My Side.” Who knew they were talking about personal finance? What does it mean to put time on your side? To The Rolling Stones, it was a song about confidence and patience with love …
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Drive Away With Confidence: Purdue Federal’s Auto Loan Advice
- By: Samantha Marino
- Last Updated: June 22, 2026
With vehicle prices remaining high and financing options becoming increasingly complex, shopping for a car can feel overwhelming. According to Purdue Federal Credit Union, a little preparation before stepping onto a dealership lot can make a significant …
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Oak Partners’ Marc Ruiz named to Forbes’ 2026 Best In-State Wealth Advisors in Indiana
- By: Garrett Spoor
- Last Updated: June 18, 2026
Success in the financial industry isn’t constructed overnight — it’s earned through years of trust, experience, and guiding clients through life’s most important financial decisions. That commitment recently led Oak Partners Wealth Advisor …
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