Ryan A. Dunn, CFP®Sep 22, 2021Investment ManagementBuying and Selling Your Home in Today’s Overheated Market, Part 2 Key Takeaways Early retirees with limited income can still compete in today’s frenzied housing market. Don’t overlook the option of...
Robert Dunn, CFP®Sep 15, 2021Tax OptimizationTax Landscape Is Changing Key Takeaways While the Biden tax plan is yet to be passed, affluent and successful people will most likely be paying more, not less, in...
Ryan A. Dunn, CFP®Sep 8, 2021Wealth RedefinedBuying and Selling Your Home in Today’s Overheated Market [Part 1]Key Takeaways This strong seller’s market may continue for a while. Buyers should always get pre-approved before officially entering the...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Aug 18, 2021Wealth RedefinedInflation Is Back. Will It Last? Key Takeaways Today’s inflation is not a repeat of the 1970s. Now is not the time to let the headlines or emotion distract you from your...
Ryan M. Vogel, CFP®Aug 5, 2021Investment ManagementAre You Taking Full Advantage of Your 401(k)?Key Takeaways Even if you’re maxing out your 401(k) contributions, you could still be leaving retirement money on the table. Lots of it....
Robert Dunn, CFP®Jun 18, 2021Wealth ProtectionInvesting in CryptoBy Robert B. Dunn, CFP® Rarely a day goes by when someone doesn’t ask me what I think of Bitcoin or if they should add some “coin” to...