Daniel Satz, CFP®, MPAS® CRPC®, AWMA®May 11, 2023Wealth ProtectionAre People with Good Credit Being Penalized? Key Takeaways Making a downpayment of 20% or more can help individuals avoid mortgage insurance and start building equity and wealth...
Ryan M. Vogel, CFP®May 3, 2023Wealth ProtectionWhen Does It Make Sense to Pay Off Your Mortgage?Key Takeaways Being too conservative can lead to poor financial decisions. Before rushing to pay down that mortgage, think about where ...
Ryan M. Vogel, CFP®Apr 26, 2023Investment ManagementHow Financial Advisor Custodians WorkKey Takeaways If your investment advisor has custody of your funds or investments, they must protect these assets by using a qualified...
Ryan A. Dunn, CFP®Apr 12, 2023Wealth ProtectionTravel Health InsuranceKey Takeaways Don’t travel abroad without first checking to see what your health insurance plan covers. Travel insurance is not the same...
Brenden Leese, CFP®Apr 5, 2023Wealth ProtectionThe Financial Impact of Loneliness and Social IsolationKey Takeaways Social isolation not only compromises mental health but can trigger financially destructive behavior as well. Underspending...