Financial Planning

Slinging Junk Food

They say no news is good news. I believe that no news outlets are good news outlets, either. Most of the major national media companies are not your friend. In fact, I’ll go so far to say that I believe many of them should be viewed on the same level as drug dealers pushing their…

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Should I Refinance My Mortgage?

Our team of financial advisors collaborates with many local specialists in the markets we serve. I asked one of those specialists, Scott Cummings of Fairway Independent Mortgage, to provide a guest blog post regarding the recent drop in interest rates and the buzz around mortgage refinancing. Feel free to share Scott’s content with friends and…

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Things Are Good, Why Do I Feel Bad?

I love standup comedians. As observers of society, they call out what the rest of us can’t see or refuse to acknowledge. It’s easy to brush off even the best comedians as simple entertainers. I think many are geniuses. One of my favorite comedians, Jerry Seinfeld, has a show called Comedians in Cars Getting Coffee….

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Death by Comparison

Most of us are familiar with the negative impact stress has on our health. We are also familiar with the common causes of stress: troubled relationships, busy schedules, demanding work environments, etc. New research shows an additional cause of stress related to money: relative socioeconomic status. Socioeconomic status can be measured two ways. We can…

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The $80 Billion Voluntary Tax

Taxes are due soon. But there’s one tax that gets paid all year long. Brian shines some light on its dark repercussions.

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