Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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Latest Blog Post

In case you missed it, Tesla cut prices on most of their cars. Anywhere from 6% to nearly 20%. See the chart below.As you can see in the chart, this gets many of their lower priced vehicles under the tax credit limit. ...

5 Key Principles of Social Security

January 30, 2023

When to claim Social Security is a difficult question to answer. It's a complicated system! Here we'll look at five key principles that are both wildly important and frequently misunderstood. Gaining an understanding of them should help you

It’s all about the E, as in Earnings

January 24, 2023

We mentioned last week that we were getting into the heart of the 4th quarter earnings reporting season and the banks kicked it off with somewhat mixed results. Netflix was last week, the first of the many big tech companies to report....

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