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Fixed vs. Variable Mortgage: Which One Suits Your Financial Plan Best?
Alongside the excitement of purchasing a new home, a crucial decision awaits: choosing between a fixed-rate mortgage and a variable-rate mortgage. Both options have their…
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Navigating Retirement Planning Amidst Fluctuating Interest Rates
For many Americans, retirement planning is already a challenging milestone. With interest rates reaching new heights in 2023 and 2024, it adds another layer of…
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How to Maximize Employee Benefits for Effective Financial Planning
Whether you’re just starting your career or approaching retirement, learning to effectively leverage your employee benefits is crucial. Employee benefits are more than just perks;…
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A Life-Centered Approach to Financial Planning
Learn how the firm’s financial advisors are enhancing the long-standing life-centered approach to deliver clients more meaningful, purposeful guidance.
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Strategic Financial Planning for the Self-Employed: Insights from Savannah Cooper
Delve into the complexities of strategic financial planning and tax preparation with Savannah Cooper. Follow her comprehensive guide for navigating the financial landscape unique to the self-employed.
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Maximize Your Impact: Charitable Giving Strategies for Every Donor
In the ever-evolving landscape of strategic financial planning, charitable giving often takes a backseat to more immediate concerns. Tiffany Ritchie, a financial advisor in Charleston,…