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New Thoughts on Term Life Insurance

Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's  principles, we should be familiar with his...

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New Thoughts on Term Life Insurance

How Fee-Based Advisors work and the benefits to you

What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....

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How Fee-Based Advisors work and the benefits to you

How to manage an Inherited IRA

I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...

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How to manage an Inherited IRA

The Power of Principal-Only Payments

In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...

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The Power of Principal-Only Payments

Actively Managed vs. Passively Managed Funds

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

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Actively Managed vs. Passively Managed Funds

Section 121 Exclusion

Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...

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Section 121 Exclusion

Options for Retiring Before 59 ½

Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...

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Options for Retiring Before 59 ½

Associate Financial Advisor

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