Social Security and Your Financial Plan

Dec 28, 2020 11:24:45 AM / by Michael Dailey

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Do I need Life Insurance?

Dec 28, 2020 11:06:32 AM / by Michael Dailey

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Understanding Fees (Part 2): Mutual Fund Fees and Expenses

Dec 28, 2020 10:47:23 AM / by Michael Dailey

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Understanding Fees (Part 1): What do you pay a financial advisor?

Dec 28, 2020 10:09:58 AM / by Michael Dailey

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Finding Mr. & Mrs. Right (Financially Speaking)

Dec 9, 2020 11:03:40 AM / by Michael Dailey

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Managing Money Requires Managing Emotions

Dec 9, 2020 10:41:42 AM / by Michael Dailey

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Tax Loss Harvesting

Dec 3, 2020 4:10:46 PM / by Michael Dailey

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How to Think About Risk

Nov 30, 2020 10:01:57 AM / by InvestorKeep

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Should I Refinance My Loan?

Nov 19, 2020 11:47:48 AM / by InvestorKeep

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Deciding whether or not you should refinance is contingent upon the rate that is available to you. Obtaining a lower interest rate is one of the best reasons to refinance a loan whether it be your house, car, boat, business, etc. Refinancing when interest rates are low can shorten the term of your loan and cost you significantly less in interest payments. Lower interest rates also give you a chance to convert a variable or adjustable rate loan to a fixed rate. Low rates may even be a reason to consolidate expensive debt (debt with higher interest rates). These are all great conversations to have with your financial professional.

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The Impact of the Alternative Minimum Tax

Nov 12, 2020 2:15:44 PM / by InvestorKeep

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