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Q1 Review & Updates
Hi All, I wanted to take some time to share some thoughts on the first quarter of 2025.  If you’ve peeked at your portfolio recently or...
May 12 min read
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"What are my options for my 401k when changing jobs?"
It's estimated that the average person will have 12 different jobs in their lifespan. That means we are likely to contribute to several...
Sep 23, 20242 min read
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ARE YOU USING A HIGH YIELD SAVINGS ACCOUNT?
Where are your cash reserves located? This is one of the first questions I ask prospective clients. Often, they keep their cash reserves...
Apr 25, 20242 min read
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ARE YOU FINANCIALLY PREPARED TO PURCHASE A HOME?
High interest rates have become a nightmare for those looking to purchase a home, particularly for first-time home buyers. High home...
Sep 13, 20232 min read
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