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Blog
Your Questions Answered: Should I Take Out a Home Equity Loan or a HELOC?
Kyle and Jenn purchased a historic home in the northeast. Owning a historic home can be a bit like the opening line of “A Tale of Two Cities”. If you don’t get the reference, you can hit Google after we are done. But Kyle and Jenn realized after living there a couple...
Your Questions Answered: How Are Your Clients Handling This Market?
Several weeks ago, the US stock market experienced some turbulence. In fact, in the span of just a few days, the Dow Jones Industrial Average saw a decline of 2,000 points give or take, or about 5%. I was at a party somewhere about that time, and someone who knows...
Your Questions Answered: Do You Work for a Financial Firm or Insurance Company?
I was at a dinner party on Saturday night and during a conversation, another guest became aware that I work as a financial advisor. Upon hearing this information he asked, “What company do you work for?” This is a reasonable question since all manner of financial...
Advice For Life
Will Updated I.R.S Tables Create an Opportunity for Retirees?
If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022.
Enjoy the Process
How are your goals for the New Year progressing? If you’re like most people, you’ve probably passed a few exciting checkpoints while also tripping over a few pebbles.
Preserving Your Life’s Lessons
Your legacy isn’t just about your assets. Of course, as part of our Life-Centered Planning process…
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.