I shared my thoughts with The New York Times about the relationship between saving for down payment and saving for retirement. If you are interested in reading the article, please click here.
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See AllWith the new year around the corner, as part of the continuous effort of adding value to our clients, I would like to introduce a few new...
I was asked by ThinkAdvisor journalist how to help clients make decision on what to do when a client’s CDs and bonds mature. Below is my...
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