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Benefits of the CARES Act for Individuals (Part I)

Posted on: April 24th, 2020
The Coronavirus Aid, Relief, and Economic Security act – the CARES Act – is the largest economic bill in US history and was designed...
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Estimating the future cost of a college education

Posted on: August 9th, 2019
Lately, I’ve been fielding quite a few calls from parents with either a newborn or a toddler looking for college education planning Two...
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Understanding interest rates and what you need to know

Posted on: August 9th, 2019
Last week, the Federal Reserve raised short-term interest rates by 25 basis points (025%) – the first time since a rate cut almost a...
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Investment Strategy - moving chess piece

Sell in May, Go Away (10 year look back)

Posted on: June 17th, 2019
“Sell in May and go away” is an old Wall Street saying that suggests investors sell their stocks during the summer to avoid a seasonal...
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10 planning tips you should work on now

Posted on: May 18th, 2019
The amount of money you make or save will not guarantee wealth and prosperity However, if you can manage to adjust, adapt and most...
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