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Does Gold Really Hedge Inflation?

It’s not your imagination. Prices are going up. You may have heard that inflation numbers came in hotter than expected last month. The Federal Reserve maintains that inflation is “transitory,” meaning it concedes that prices are going up as the economy rebounds after COVID, but does not believe that those price hikes will be repeated […]

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How To Land The Perfect Mortgage

You’ve already heard that the housing market is red hot. If you are in the market to buy a home, you will need to land the best mortgage possible and show sellers you are a well-qualified buyer with strong financing. Otherwise, you are not likely to win the house of your dreams. While some buyers […]

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Helping Surfside Victims and Families

We’ve all been transfixed by the collapse of Champlain Towers South in Surfside, Florida. Our hearts go out to all those affected by this tragedy and to the courageous first responders who are risking their lives to locate the many missing and injured. We’ve been asked by several clients how they can help the victims. One way is […]

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Mari Talks to CNBC About Why 529 Plans Are a Great Way to Transfer Wealth

Mari spoke with CNBC last week about why 529 plans can be a great way to transfer wealth to younger generations. You may already be familiar with 529 plans as the best way for most American families to save for college. But 529s also have incredible tax advantages that make them ideal for passing on […]

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Thinking Of Relocating? Consider Doing A Test Drive First

The move is on. The number of Americans planning to move in 2021 seems to be reaching all-time highs. Americans relocating in record numbers About 14% of Americans move in a typical year, according to Neighbor, an online company offering consumers peer-to-peer storage solutions. But the company says over half of people surveyed say they […]

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Quote Of The Week: Maximizing Your Social Security

Bet you don’t think of Social Security as a big deal, but it is. For most of our clients, Social Security benefits provide only a portion of their retirement income needs, but understanding how Social Security works and picking the right claiming strategy can results in tens of thousands of dollars more in benefits over a […]

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Happy Father’s Day!

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Understanding Your Taxes: Just What Is Form 5498 And Why Are They Sending It To Me?

Understanding Your Taxes: Just What Is Form 5498 And Why Are They Sending It To Me?

Some of our clients have been calling with questions about Form 5498, a tax reporting form they recently received online or in the mail. If you’re the kind of person who likes to understand how things work, or are curious as to why you’re receiving this form long after the tax deadline, here’s the inside scoop: Does everyone […]

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Signing Up for That First 401(k)

Is there a new grad in your household who is starting out on their first “real” job? If so, you may want to share this story by personal finance columnist Michelle Singletary, writing for the Washington Post, as she talks about helping her daughter set up a 401(k) account on her first full-time job. It’s […]

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How Long Will It Take You To Save Up For That New Home Downpayment?

Fascinating new research on just how long it might take you to save up enough to cover the down payment on a new home. Coming up with that coveted down payment remains the first step toward homeownership for most American consumers. The research data was obtained in a nationwide poll of over 7,000 prospective homebuyers […]

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