Paying Off Your Mortgage: Three Important Considerations
Today, I have a quick story for you about a client who recently achieved a significant milestone: they paid off their...
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Interest Rates: Fed Week & Navigating the Current Climate
Last week was an important week for financial enthusiasts—it was Fed Week. Federal Reserve Chair, Jerome Powell, took...
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HSA Rollover: 3 Benefits of Consolidating your HSA Funds
Are your HSA accounts a hassle to manage? You're not alone. Juggling multiple health savings accounts often falls to the...
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Rethinking Retirement: Why Your Investment Journey Isn't Over
Let’s consider a topic that’s crucial for those nearing or already enjoying retirement: managing your investments post...
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Questions Answered: Recession, Rate Cuts, and Election Impact
Today, we're tackling three pressing questions submitted by our clients, and I'm excited to provide you with some rapid...
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Summer's Coming: Are You Protected?
As the summer months approach, so does the scorching Florida sun and pesky bugs. But beyond sunscreen and bug spray, let...
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Unconventional Wisdom: Rethinking Social Security Benefits Strategy
Let's talk about Social Security benefits and why conventional wisdom might not always be your best bet. You've probably...
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Unveiling Financial Resilience: A Tale of Unexpected Fortunes
Today, I want to share an intriguing tale from a recent planning meeting that reaffirms the importance of meticulous...
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Unveiling the Mystery: Where Do Your Tax Dollars Really Go?
With April 15th looming, many of us find ourselves pondering a common question: What exactly do my taxes pay for? Today...
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Seizing Opportunities: Navigating the Current Interest Rate Landscape
In recent years, the Federal Reserve Board has been on a trajectory of raising interest rates. While this move may have...
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Scam Alert: Protect Yourself from Fraudulent Calls and Emails
I want to share a quick story that happened to my wife and me last week. Last Friday, my wife called me, shaken up and...
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How Gratitude Shapes our Financial Journey: Insights from a College Grad
Today, I want to share a heartwarming story that emerged from our current financial planning class tailored for recent...
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