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I’m Young And Healthy – Do I Really Need That Type Of Insurance Coverage?
By Mona Fahmy, MBA, CFS, AIF® When it comes to creating a sound financial strategy, [...]
6 Useful Cybersecurity Tips For Your Financial, Social, Email, And Mobile Accounts
If you ever watched the 1995 film Apollo 13 directed by Ron Howard, you might remember the [...]
“Winter Is Coming”: Reminders For Recessions
By: Jeff Bernier "Winter Is Coming" If you visited the Dairy Queen restaurant in [...]
Time Versus Money: A Wealth Management Challenge
By: Jeff Bernier, CFP®, ChFC, CFS The Challenge The number of dual-income households has been [...]
How Is March Madness Like Investing?
By: Jamie Stolz, CFP®, MBA March Madness is upon us, and as many of us know, [...]
Perspective Amid Worry
By: Jeff Bernier, CFP®, ChFC, CFS Jason Zweig of the Wall Street Journal once said that [...]

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Recent posts

Should You Invest A Lump Sum All At Once Or Spread It Out Over Time?

Jeff Bernier2024-08-08T10:19:50+00:00February 9, 2024|Comments Off on Should You Invest A Lump Sum All At Once Or Spread It Out Over Time?

Switching Jobs? Don’t Forget About Your 401(k)

Jeff Bernier2024-08-08T10:21:14+00:00October 25, 2023|Comments Off on Switching Jobs? Don’t Forget About Your 401(k)

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Jeff Bernier2024-07-28T10:23:49+00:00September 20, 2023|Comments Off on Navigating Wealth Management Challenges In Your 40s And 50s: Insights By Wealth Advisor Mona Fahmy, MBA, CFS, AIF®

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