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Wealth Management Blogs

Optimism is the only realism

“I’ve had a lot of worries in my life, most of which never happened.” – Mark Twain Few behaviors (if…

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Wealth Management Blogs

Enhanced Tax Benefits – New Legislation Summarized

In the last 12 months congress has passed several pieces of legislation intended to provide relief to individuals and businesses….

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Wealth Management Blogs

Should I refinance my mortgage? 3 things to consider

Refinancing is the process of amending or revising your mortgage loan agreement, often resetting the interest rate, term length, and…

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Wealth Management Blogs

The “Coronavirus Crash”—What Have We Learned?

On February 19th, the United States stock market measured by the S&P 500 index closed at an all-time high of…

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Student Loans

Wealth Management Blogs

“I have student loans and extra cash – what should I do?”

If you are like many young adults, you have student loans. Some are ashamed of their loans and are afraid…

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Man with umbrella standing in storm

Wealth Management Blogs

Weathering The Storm – Coronavirus Update

The past few weeks have been surreal to say the least. Nearly everyone has been adversely affected by the coronavirus…

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