Negotiating a Great Mortgage in a High Rate Environment
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While...
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The New Face of Fraud: How AI Is Changing the Scam Game
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once...
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Financial Spring Cleaning: 8 Ways To Refresh Your Finances
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing...
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Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay...
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Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next...
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5 Time-Tested Investment Strategies to Match Your Financial Mindset
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it...
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Bad Money Habits: How They Vary by Generation & How to Break Them for Good
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in...
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5 Smart Ways to Use Your Tax Refund in 2025
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund...
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How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d...
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5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time...
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Retirement nearing? Do these 5 things first.
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision...
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5 Tax-Saving Strategies to Keep More of Your Money
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and...
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