Since sudden wealth often comes with a huge life change such as
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Espresso Shots – Is It a Good Idea to Refinance Your Mortgage
With mortgage rates reaching all-time lows, more and more are considering the option to refinance their homes. But there are many factors to weigh when deciding to refinance. In our latest Espresso Shot, we sat see more →
Investing settlement money is a great way to boost your portfolio and
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How did you manage your appearance after the pandemic forced us all inside and working from home? Did you retreat to sweatpants? If you did, it’s okay, you’re not alone. But now the world is adjusting to its new way of life and now is the perfect time to reinvent your style. Audrey Beaulac, Premier Style
Finding yourself in a situation where you have newly, suddenly come into
more →Espresso Shots – 5 Tips for Retiring Early
Do you know how much money you need to retire early? In our latest Espresso Shot, our own Eric Ashburn, CFP® Partner & Private Wealth Advisor, and Cecile Hult, CFP®, CDFA® Partner & Private see more →
Exit strategies aren’t just for investors. Entrepreneurs need an exit strategy as
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During “Smart Investing: A State-of-the-Market Deep Dive”, we took an expansive look at the current capital market with Joe Gallemore, Partner and Investment Management & Research Analyst for Argent see more →
Some people question whether small business owners need the support of financial
more →Featured Presentation – How to Communicate with Your Ex
In our last Done with Divorce, Certified Divorce Coach®, attorney, and mediator Cherie Morrison, joined us to share “How to Communicate with Your Ex: How to Say What You Need and Not Say What You see more →