News

13
May

Sizzlin’ Summer Series: PART 1

Sizzlin’ Summer Series: PART 1 This last Winter was one for the books. With record snowfall, rain, and cold temperatures, it’s safe to say that most of us are ready for warmer weather. What better way to celebrate the onset of sunshine and warm temps than with a three-part newsletter series to help you enjoy Summer! In this month’s newsletter,

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7
May

Should you pay off your mortgage early?

We all know the financial benefits of being debt-free, but have you considered the psychological benefits? As we prepare for retirement, debt is an important topic to discuss: How much debt do you have, and how much of it can be eliminated before you leave the workforce? If you don’t tackle your debt during your working years, those payments will

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3
May

How to Make a Family Budeget

IF YOU’RE NOT GOOD AT.. Maintaining a household budget, you’re not alone. Many families operate without a spending plan, and even those who think they are budgeting may not actually be doing so. The Certified Financial Planner Board of Standards surveyed 300 adults between the ages of 35 to 65 who had investable assets of at least $100,000 in 2018.

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