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 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 ...
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®Aug 17, 2022Wealth RedefinedTips for Coping with Record High Gas Prices Key Takeaways Believe it or not, these aren’t the highest relative gas prices in U.S. history. Behavioral finance explains why. Changing...
Ryan A. Dunn, CFP®Jul 13, 2022Wealth RedefinedTake a Break from the NewsKey Takeaways Next time a screaming head on TV tries to scare you into running for the hills, just tell yourself: “We’ve seen this movie...