Ryan A. Dunn, CFP®Dec 20, 2023Paying Off the Mortgage Early? Wait.Key Takeaways It’s always better to pay off high interest debt before paying off low-interest debt. If you have a low fixed-rate...
Ryan A. Dunn, CFP®Nov 22, 2023Tax OptimizationIncentives for Retiring in New JerseyKey Takeaways New Jersey has both compelling lifestyle reasons yet financial detractors of living in the state. New Jersey has seen a...
Ryan M. Vogel, CFP®Sep 27, 2023Investment ManagementGot Any Good Stock Tips? Key Takeaways Investment speculation is futile. The stock market is efficient and rewards investors over time. Portfolio design is the...
Brenden Leese, CFP®Sep 20, 2023Wealth RedefinedMaking the Most of the (Credit) Cards You’re DealtKey Takeaways If you can’t pay off your cards in full, always pay off higher-interest-rate debt before lower-interest-rate debt. Managing...
Ryan A. Dunn, CFP®Aug 30, 2023Tax OptimizationBorrowing Money for a Major Purchase? Call Us First.Key Takeaways Sometimes selling stock or other investable assets to raise cash for major purchases makes sense, but not always. Debt can...
Robert Dunn, CFP®Aug 23, 2023Wealth RedefinedAuthenticity In The Tech AgeKey Takeaways Details are so important when it comes to personal finance. Not every client has the same relationship with money—even many...