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Prenup for Second Marriages: Tips and Challenges*

Prenup for Second Marriages: Tips and Challenges*

Prenup for Second Marriages: Tips and Challenges*

Daniel H. Satz, MS, CFP®

May 15, 20244 min read

Transition an Overfunded 529 Account to a Roth IRA

Transition an Overfunded 529 Account to a Roth IRA

Transition an Overfunded 529 Account to a Roth IRA

Brenden Leese, CFP®

Apr 26, 20243 min read

Home Buying Strategies for Young Adults

Home Buying Strategies for Young Adults

Home Buying Strategies for Young Adults

Brenden Leese, CFP®

Feb 13, 20245 min read

A Year in Review: Top Novi Blogs of 2023

A Year in Review: Top Novi Blogs of 2023

A Year in Review: Top Novi Blogs of 2023

Candace Henry

Dec 29, 20234 min read

Paying Off the Mortgage Early? Wait.

Paying Off the Mortgage Early? Wait.

Paying Off the Mortgage Early? Wait.

Ryan A. Dunn, CFP®

Dec 20, 20234 min read

Back to Basics: Diversification and Time in the Market

Back to Basics: Diversification and Time in the Market

Back to Basics: Diversification and Time in the Market

Robert Dunn, CFP®

Dec 13, 20234 min read

Familiarity Bias: Danger of Investing in Only What You Know

Familiarity Bias: Danger of Investing in Only What You Know

Familiarity Bias: Danger of Investing in Only What You Know

Ryan M. Vogel, CFP®

Nov 29, 20234 min read

Great You Have an Estate Plan; What About Your Parents?

Great You Have an Estate Plan; What About Your Parents?

Great You Have an Estate Plan; What About Your Parents?

Brenden Leese, CFP®

Nov 8, 20235 min read

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