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...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Mar 29, 2023Wealth ProtectionStressed Banking Sector - Should I Worry?Key Takeaways The global financial crisis taught us that mismanaged banks are susceptible to failure. Deposits up to $250,000 and...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Mar 22, 2023Wealth TransferRecently Come into a Lot of Money? Key Takeaways Receiving a large sum of money can be just as stressful as losing lots of money. Give yourself at least a year to get your...