Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Dec 22, 2021Wealth ProtectionIs Now the Time to Consider Used or Electric Cars?Key Takeaways Labor shortages and supply chain disruptions continue to limit the supply of new and used vehicles on the market. Can’t...
Ryan M. Vogel, CFP®Dec 1, 2021Wealth RedefinedThe Halloween Phenomenon and Other Milestone Money Lessons for Children (of All Ages)Key Takeaways Kids grow up fast. The money messages they get from you early on can follow them (for better or worse) throughout their...
Robert Dunn, CFP®Apr 27, 2021Wealth Redefined3 Things I Learned About Money When I Was Growing UpBy Robert B. Dunn, CFP® In light of April being Financial Literacy Month, I’d like to share a few of the most important lessons I learned...
Abigail ScardellettiMar 31, 2021Wealth RedefinedHERstory: A Timeline of Events for Women and FinanceWhether it’s the pandemic, politics, or women breaking glass ceilings, it seems to feel like we wake up to see that we are living yet...
Novi Wealth PartnersMar 19, 2021Wealth RedefinedSocial Security Claiming Strategies For Single, Divorced & Widowed WomenBy Novi Wealth Partners When Social Security was designed in the 1930s, it had the traditional family—and the traditional family only—in...