Month: September 2020

large home in a development

Is It the Right Time to Refinance?

By Alexa Kane, CFP®, CDFA® / September 25, 2020

Mortgage rates have hit historic lows and many people are taking advantage of this by refinancing.  If you are looking to decrease your monthly mortgage payment or reduce your interest […]

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woman fanning money in front of her face

Five Financial Things To Do Before Year-End

By Melissa Joy, CFP®, CDFA® / September 1, 2020

While markets have been resilient, 2020 has been an interesting year, to say the least. With an economic recession, global pandemic, and rather divisive election season underway, it may be […]

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