Planning for a Future You will Enjoy: Setting Short-, Mid-, and Long-Term Goals for Retirement
When it comes to retirement, the earlier you start planning, the more comfortable your golden years will be. Knowing where to begin, how...
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How the Fed Affects Mortgage Rates
The Federal Reserve raised rates 11 times total between 2022-2023, and the first rate cut has been long anticipated as we’ve waited to...
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Financing the College Dream
After a prolonged and hectic application process due to the FAFSA filing this year, students have now declared where they will be attending...
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Why the Transition Away from LIBOR May Affect You
So, what exactly is happening to LIBOR? For years there have been talks about one of the most widely used interest rate benchmarks...
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Restricted Stock Plans & The Impact of Your Choices
Stock benefit plans come in a variety of flavors, each requiring thoughtful decision making along the way to maximize the benefits these types...
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Three Considerations to Help Women Achieve Financial Independence
In honor of women’s history month, we acknowledge the many achievements and contributions women have made throughout the years, but we also recognize...
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How the CARES Act Suspension of RMDs will Affect Your Taxes
Many folks took advantage of the fact that required minimum distributions (RMDs) from qualified accounts were suspended in 2020 due to the CARES...
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Be Prepared for Your First-Time Home Purchase
Clients often ask me what one can do to best prepare for buying a house, especially for the first time. If you are...
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The Stability of Your Financial Plan During Volatile Times
During these unprecedented times, many clients are wondering if their goals have been derailed and if so, what it will take to get...
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