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One of the most common questions I receive as a financial planner is, “Should I invest or pay off my mortgage?”  The

Have you started to emotionally prepare for retirement? If not, now may be the time. It’s not enough to only prepare financially. 

Retirement is an exciting milestone!  Many look forward to it, eager to experience weeks without work and time to do as they

Let’s run through a scenario: you are driving home tomorrow and are hit by a reckless driver. You die on the spot. 

Does it ever feel like your money is disconnected from your ideal life and what you value?  In my experience, our money

What is it like working with a virtual financial planner? For many people, it can be a new experience. They may be

It’s important to review your tax return. People rarely review their tax return, and if they do, they often don’t review it

Steps to Fire Your Financial Advisor

Last Updated on February 14, 2025 The Medicare IRMAA brackets are important to know to avoid surcharges, which is an additional fee

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