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LOANS & MORTGAGES

Whether you’re a first-time homebuyer, a savvy investor, or simply seeking financial flexibility, we provide expert insights, tools, and resources to help you make informed decisions. Explore our articles, calculators, and guides to secure the best loan or mortgage for your unique financial journey

LOANS & MORTGAGES

3 Min Read

Dr. Evelyn Reed

onNovember 20, 2023

Exchange-traded funds ‘have come a long way,’ advisor says. How to use them in your portfolio – NBC Chicago

[ad_1] Whether you’re a new or a seasoned investor, exchange-traded funds, or ETFs, are one option for your portfolio. You can use them…

LOANS & MORTGAGES

2 Min Read

Dr. Evelyn Reed

onNovember 20, 2023

Baby boomers are the least likely cohort to seek financial advice: study

[ad_1] Professionals offering personalized financial advice have emerged as a key reverse mortgage industry referral partnership. Still, a new…

Dr. Evelyn Reed

onNovember 20, 2023

UBS Financial Advisor Team Mainsail Wealth Partners Named to the … – Business Wire

[ad_1] UBS Financial Advisor Team Mainsail Wealth Partners Named to the … Business Wire [ad_2] Source link

LOANS & MORTGAGES

1 Min Read

Dr. Evelyn Reed

onNovember 20, 2023

Ex-Wells Fargo Advisor Indicted for Alleged $3 Million Fraud

[ad_1] A former Wells Fargo advisor is facing fraud charges relating to an alleged long-running scheme that bilked clients out of more than $3…

LOANS & MORTGAGES

217 Min Read

Dr. Evelyn Reed

onNovember 20, 2023

Form 487 Advisors Disciplined

[ad_1] 1933 Act File No.: 333-273989 1940 Act File No.: 811-21056 CIK No.: 1981000 Securities and Exchange Commission Washington, D.C. 20549…

LOANS & MORTGAGES

1 Min Read

Dr. Evelyn Reed

onNovember 20, 2023

Crypto, Stock, or DAF Giving

[ad_1] Crypto donations are a reliably tax-efficient way to give to charity. Your crypto donation is tax-deductible to the fullest extent…

LOANS & MORTGAGES

6 Min Read

Dr. Evelyn Reed

onNovember 20, 2023

Real World Examples of Circumstances That May Taint a Deal Process

[ad_1] Key Points Four recent cases illustrate circumstances that may expose a deal to challenge because of a conflict of interest, and the…

LOANS & MORTGAGES

2 Min Read

Dr. Evelyn Reed

onNovember 20, 2023

Full Swing Financial Planning Opens in Fort Dodge, Iowa

[ad_1] “We are excited to offer a comprehensive approach to financial planning,” said Co-CEO and Financial Advisor Kole Petersen.…

Dr. Evelyn Reed

onNovember 20, 2023

NRG Energy (NRG) Appoints Lawrence Coben as CEO and President, Mauricio Gutierrez Resigns; Reaffirms Guidance

[ad_1] NRG Energy, Inc. (NYSE: NRG) (“NRG” or the “Company”) today announced that Lawrence Coben, Ph.D., Chair of the NRG Board of Directors,…

LOANS & MORTGAGES

2 Min Read

Dr. Evelyn Reed

onNovember 20, 2023

Jackson ranks second among places with the biggest population decline

[ad_1] Jackson ranked second among the Top 10 cities with the greatest declines in population over five years between 2017 and 2022, according…