Negotiating a Great Mortgage in a High Rate Environment
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While...
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7 Effective Tax Optimization Strategies for High-Net-Worth Individuals
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each...
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Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay...
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Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next...
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Planning for the Future: Essential Steps to Secure Your Retirement
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running...
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Bad Money Habits: How They Vary by Generation & How to Break Them for Good
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in...
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How Hindsight Bias Hurts Investors
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of...
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Investors & the Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...
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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding...
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Investors & the Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...
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Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain...
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How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d...
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