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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

onDecember 21, 2023

Wealth Enhancement Group Makes its First Move Into Kentucky Through the Addition of Landmark Financial Advisors, an Independent RIA with Over $543 Million in Assets Under Management.

[ad_1] Wealth Enhancement Group has entered into the Kentucky market and has chosen to acquire Landmark Financial Advisors to gain a foothold…

LOANS & MORTGAGES

7 Min Read

Dr. Evelyn Reed

onDecember 21, 2023

Backdoor Roth IRA: These Roadblocks Are More Common Than You Think

[ad_1] This article, the second of a three-part series on how to implement an effective backdoor Roth strategy, was written by guest…

LOANS & MORTGAGES

6 Min Read

Dr. Evelyn Reed

onDecember 21, 2023

Study finds young investors acting on online financial misinformation – Insurance News

[ad_1] As investors become inundated with financial advice in the news and on social media, misinformation and misguided advice from…

LOANS & MORTGAGES

4 Min Read

Dr. Evelyn Reed

onDecember 21, 2023

7 Diversification Strategies for a Resilient Retirement Portfolio

[ad_1] Pears2295 / Getty Images Retirement advice often suggests that a retirement portfolio needs to be diverse, but what does that actually…

Dr. Evelyn Reed

onDecember 21, 2023

Financial Advisor Stephen Freeman Joins Citizens Wealth Management and LPL’s Institution Services Platform

[ad_1] SAN DIEGO, Dec. 20, 2023 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Stephen Freeman, AIF®, has…

Dr. Evelyn Reed

onDecember 21, 2023

Wealth Enhancement Group acquires $265M independent RIA firm – InvestmentNews

[ad_1] Wealth Enhancement Group acquires $265M independent RIA firm InvestmentNews [ad_2] Source link

Dr. Evelyn Reed

onDecember 21, 2023

Considerations when selecting an investment banker – Reuters

[ad_1] Considerations when selecting an investment banker Reuters [ad_2] Source link

Dr. Evelyn Reed

onDecember 21, 2023

LPL Financial buys 20% stake in Independent Advisor Alliance – The Business Journals

[ad_1] LPL Financial buys 20% stake in Independent Advisor Alliance The Business Journals [ad_2] Source link

LOANS & MORTGAGES

4 Min Read

Dr. Evelyn Reed

onDecember 21, 2023

Here Are the 6 Worst Ways To Spend $15,000

[ad_1] alfexe / Getty Images/iStockphoto It takes discipline to save up $15,000. But it only takes a few poor decisions to lose that $15,000…

LOANS & MORTGAGES

2 Min Read

Dr. Evelyn Reed

onDecember 21, 2023

Wealthbox Earns #1 CRM Software Ratings Among Financial Advisors in G2 Reviews

[ad_1] PROVIDENCE, R.I., Dec. 20, 2023 /PRNewswire/ — Wealthbox, the highest-rated CRM software for financial advisors, today announces…