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Client Portal
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Blog
3 Things Not To Do When Buying a Home
This piece is a guest post written by Kenneth Klabunde of Precedent Asset Management. Kenneth and I became friends after meeting...
10 Ways to Save More Money
Saving is an act of commission. It doesn’t happen by accident—you must actively work towards it. If you find it...
10 Reasons Why You Should Work With a Certified Financial Planner
While the letters CFP may just look like some letters thrown on a business card, it actually symbolizes a very...
Teachers and 403Bs
For teachers, retirement setups provide one of the key perks of their job. Knowing how to properly plan for a...
What is a Solo 401k?
A Solo 401(k), (also referred to as a Self Employed 401(k) or Individual 401(k)), is a qualified 401(k) retirement plan...
What is a SIMPLE IRA?
There are many different individual retirement account options, and it’s important to select the retirement vehicle that will maximize your...
What is Peer-to-Peer Lending
For those looking to invest in a practice that can take their entrepreneurial skills to the limit, peer-to-peer lending is...
12 Creative Ways to Earn More Money
Who ISN’T looking to earn extra money these days? With the economy still feeling sluggish, and living expenses constantly on...
What is a SEP IRA
With many individual retirement account options, it’s hard to choose the vehicle that will help you maximize your retirement savings....
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