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Angela Lessor
Blog
Brian Flynn
Business
Kerry Meath-Sinkin
Kristin Bartlow
Laurie Adams
Mark Newfield
Market Commentary
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Lessons Learned After a Close Call With a Crafty Scammer
Kristin Bartlow
12/16/2024
Retirement Planning: Should You Consider a Step-Up in Basis Instead of a Roth Conversion?
Kristin Bartlow
11/06/2024
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Will Mortgage Rates Continue to Decrease as the Federal Reserve Cuts Rates?
Kristin Bartlow
10/16/2024
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Worried About High Interest Rates? Finance Your Major Purchases Effectively
Kristin Bartlow
09/04/2024
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The Joy of Giving: Advantages of Experience Gifting Over Inheritance
Kristin Bartlow
08/05/2024
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Are You a Recent Graduate? 7 Tips to Start Your Financial Life Off on the Right Foot
Kristin Bartlow
07/08/2024
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How Long Will We See a Yield On Cash?!
Kristin Bartlow
06/06/2024
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Why Is California Experiencing an Insurance Crisis (And How Will it Affect Other States)?
Kristin Bartlow
05/06/2024
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Not Sure How to Talk to Your Kids About Money? 4 Tips for Getting Started
Kristin Bartlow
04/02/2024
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2024 Tax Organizer Checklist for Self-Employed Business Owners
Kristin Bartlow
03/08/2024
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