How much does it cost to buy a house? 10 Hidden Costs Buying a house is exciting – and stressful. When it comes to purchasing your new home, it’s essential to be realistic about what...
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US Credit Downgrade: What Does It Mean for You? Fitch Ratings’ announcement of the US Credit Downgrade from ‘AAA’ to ‘AA+’ on August 1, 2023, has sent shockwaves across global financial markets. Though not entirely...
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As our parents age, it becomes increasingly important to engage in open and honest discussions about their financial well-being. These conversations may initially feel uncomfortable, but they are essential for ensuring their security and enabling...
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Should I stay or Should I Go? What to do when you receive a large inheritance Losing a family member is hard, and I remember when I lost my own father at 27. The choices...
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Bad things tend to happen to family wealth when individuals read, watch, or listen to too much news. It’s natural to react to a flood of information with fear, excitement, or confusion. These reactions can ...
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Introduction The financial services industry is chock full of misleading labels and ambiguous definitions. We are often asked: What is the difference between Advisors/Planners, Investment Managers, Brokers/Agents, and a Holistic Financial Planner? I’m grateful when...
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Fiduciary Financial Advisor What is a fiduciary financial advisor, and why should you insist on working with a fiduciary? This is a challenging subject, indeed. First, the stakes are high. The quality of your selection,...
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On Your Mark, Get Set for 2024… And Go! To say the least, there’s been plenty of political, financial, and economic activity this year—from rising interest rates to elevated inflation to ongoing market turmoil. How...
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