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Effective Risk Management

The 5 W’s of Emergency Funds

The economic impact of the COVID pandemic has reinforced the importance of having an emergency fund.  For those unsure what […]

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Should You Refinance Your Mortgage Now?

Mortgage rates have once again dropped to record lows in recent weeks—setting a new all-time low for the third time […]

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How Does the Coronavirus Emergency Relief Package Impact You, Part 3: Cash Flow Relief

In our previous posts this week on the Coronavirus Aid, Relief, and Economic Security (CARES) Act, we discussed cash distributions […]

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What To Do If You Can’t Afford to Pay for Your Child’s College Expenses

Many of our clients have the goal of paying for their kids’ college expenses.  In meetings with those clients—and in […]

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Deciphering Our Financial Decision Making

Many books about healthy food habits explain that in America, our choices of what, when, and how much to eat […]

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Pros and Cons of Tapping into Your Home Equity with a Reverse Mortgage

After decades of faithfully paying their mortgage, many retirees find themselves in a position in which they have significant equity […]

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