In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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How often do you set new financial goals? How often do you achieve them?
Most of us aren’t very successful with our goals, even when we have the best intentions
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One of the world’s top credit rating agencies just made a move no one wanted to see, and the financial media took notice. As you might have guessed, that
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Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Tax season might not spark joy, but a refund sure can.
In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of
What was the last money mistake you made?
If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
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What will happen to your business when it’s time for you to take a step back?
That can be a tough question that many business owners eventually have to face.
Yet
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more than
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you
