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4 Creative Ways For Retirees To Responsively Leave A Legacy

Would you like to help change the world or your family’s lives

2024 Year-End Investment Checklist

As we approach the end of 2024, there is cause for optimism.

Freddie Mac, Fannie Mae backing bigger home loans in 2025

The Federal Housing Finance Agency (FHFA) announced on Tuesday it is raising

Setting Boundaries With Aging Parents: Care Without Losing Yourself

Do you ever feel ovewhelmed in trying to be available for your

Mortgage demand jumps as rates drop

Long-term mortgage rates fell over the past week, reigniting demand for home

Should You Retire In 2025? Here’s What Experts Think

If retirement is on your radar, you might be wondering if you

A Fun Way To Help Your Retirement Over The Holidays

The approaching holidays provide a great opportunity to gain valuable insights that

Business Development For Financial Advisors: From Necessary Evil To Integrated Strategy

I’ve been in the financial advisory business for roughly 28 years—and for

Inherited IRA Rules That Can Surprise And Trap Heirs

Congress and the IRS made inheriting an IRA a very complicated, confusing

Your Life Can’t Wait! Learn To Decumulate.

If you’ve never encountered the term “decumulation,” you’re probably asking, “Decumu-what???” For