Financial Planning

08/10/2019

Refinancing Your Old Mortgage – Rates Down in 2019

The Federal Reserve is doing homeowners a big favor, keeping interest rates…

04/05/2018

Tradition At The Masters Tournament

And how it relates to family and financial planning It is Masters…

12/22/2017

Year-End Tax Planning Strategies

Waiting until just before April 15 to start thinking about your taxes…

07/17/2017

Tax Reform in Focus | How it could affect Non-Profits

It’s been a busy year in Washington D.C. with a mixed view…

12/21/2016

Is inflation a risk to your retirement?

For much of the last decade, inflation has been low by historical…

10/28/2016

Will the election impact your investments?

A recent Fidelity nationwide survey finds 74% of investors think which party…

10/07/2016

It’s Time to Dip Into Those Savings

You saved for years to get to retirement—contributing to a traditional 401(k)…

08/27/2024

Could you be a target for cybercrime?

You’ve likely spent a good deal of time thinking about investment risk….

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