2022 was a really busy year for Desiree and me. So, we didn’t take (or make) the opportunity to sneak away for a small vacation without the boys like we had
Depending how closely you follow the headlines and financial news, it feels like we’ve been hearing about a pending economic recession in the US for quite a
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The first half of 2023 has been an eventful time for global investment markets, highlighted by economic and geopolitical challenges that stirred uncertainty and
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Trying to build a financial foundation can be scary but also very exciting! While it's not possible to avoid all financial mistakes, establishing a strong
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It’s not every day one sells a business. The vast majority of Americans will never have the opportunity to sell a business, and those that do, will more than
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You’ve been saving, trying to be responsible with your credit card and you’re about to take a big step: beginning your search for renting an apartment and/or
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Congrats on furthering your education as it’s a big accomplishment and one you should be proud of! One potential downfall to gaining all that knowledge is
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What happens after your offer on a house is accepted? In this blog, we talk about other financial considerations beyond just the purchase price.
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I find that many of my clients get overwhelmed with the amount of information on their investment statements or what they access online. If all you look for is
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Cash is a common gift given for many celebrations, such as birthdays, graduations and weddings. There are different reasons to gift cash. For one, there aren’t
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If you’re at all like some our pre-retired clients, you’re probably just now finally starting to take some deep breaths. You’ve clawed your way out for under
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There’s an old saying, “No one plans to fail, but many fail to plan.” Are you a planner? I am, and I owe that part of me to my mother, who I will proclaim to be
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