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Retiree Regrets: What Retirees Would Tell Their Younger Selves
Check out the top financial concerns shared by current retirees so you can better plan for your future.
Is a 3-2-1 Buydown Mortgage a Good Idea?
What exactly is a 3-2-1 buydown mortgage, and how can you evaluate if it’s in fact a good deal? Read this article to learn more.
5 Ways to Know if It’s Time to Downsize Your Home
If you’re wondering if and when to downsize your home, here are five considerations that can help you better evaluate your decision.
The Most Common Social Security Questions, Answered
Get the answers you need to many common Social Security questions we receive from prospective and existing clients.
Why Retirement is Perhaps More Expensive Than You Think
Regardless of how well-prepared you believe you are for retirement, it’s critical to understand how key expenses can derail even the most thorough plans.
5 Things You Need to Know About Life Insurance
If leveraged correctly, life insurance can help you accomplish so much more beyond merely providing a death benefit. Here are 5 things to know in this regard.
7 Ways to Make Retirement More Affordable
Retirement is expensive. Fortunately, there are steps you can take to ensure such expenses don’t become a source of stress in your golden years.
Is Your Financial Advisor a Fiduciary or Salesman?
In recent years, the line between registered investment advisors (who deliver advice) and registered representatives or brokers (who sell products) has blurred.
When to Refinance Your Mortgage
When does it make sense to refinance your mortgage? Read this post to learn more.