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...
Brenden Leese, CFP®Aug 9, 2023Wealth RedefinedStudent Loan Repayment ResumesKey Takeaways The three-year pause on student loan repayment ends in August. Beware of scams. The average borrower takes 20 years to...
Ryan M. Vogel, CFP®Aug 1, 2023Investment ManagementCD Rates Are Back! Do They Make Sense for Me? CDs are great for term short-term savings for major purchases (but not if you’re in a high tax bracket). CDs are safe because of FDIC...
Ryan A. Dunn, CFP®Jul 12, 2023Wealth RedefinedBack to Basics: Bonds Key Takeaways Bonds have many benefits in your portfolio including diversification, volatility dampening, and a hedge against stock...
Brenden Leese, CFP®Jul 5, 2023Wealth Redefined9 Simple, But Powerful Ways for Young People to Save Money Key Takeaways Save first and then live off what’s left. Avoid food delivery services, eat out sparingly and cancel subscriptions and...