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Should You Refinance Now Before Rates Fall Further? A Mortgage Refinance Plan for 2025 & 2026
Financial Planning
2 days ago
4 min read
U.S. Warehouse Vacancies: What a “Steady” Q3 Means for Your Financial Plan
Economy
Oct 14
3 min read
The Simple “Phone Detox” That Could Save You $700+ a Year
Personal Finance
Oct 13
3 min read
2026 Tax Brackets: What Changed—and What You Can Do About It
Financial Planning
Oct 10
3 min read
After the Fed Cut: What to Change—and What to Leave Alone—in Your Plan
Personal Finance
Sep 29
4 min read
Another Fed Rate Cut in September? What It Means for Your Money
Economy
Sep 16
3 min read
Shielding Family Finances from Soaring College Costs: 2025 Planning Essentials
Financial Planning
Sep 15
3 min read
AI Is a Great Assistant. Your Financial Plan Still Needs a Human.
Personal Finance
Sep 3
4 min read
Student Loans in 2025: Repayment Just Got a Lot Messier
Personal Finance
Aug 15
3 min read
2025–2026 Retirement Limits & What Actually Changed
Personal Finance
Aug 12
3 min read
Will the Fed Finally Cut? What Rising CPI Means for Your Wallet
Changing Markets
Jul 31
3 min read
Buy-Now-Pay-Later Hangover: Is Rising “Pay Later” Debt Telling Us the Consumer’s Had One Too Many?
Personal Finance
Jun 30
3 min read
Tesla’s Robotaxi Just Hit the Road in Austin—What That Could Mean for the Future (and Maybe Your Portfolio)
Tesla
Jun 24
3 min read
Planning for Retirement Income? Why a Custom Financial Blueprint Beats One-Size-Fits-All
Personal Finance
Jun 17
3 min read
Is Trump Mobile a Real Thing? How Cell Phone Plans Can Enhance Your Custom Financial Blueprint
Personal Finance
Jun 16
3 min read
What May’s 2.4% Inflation Means for Your Financial Plan
Economy
Jun 11
3 min read
What to Look For in a Financial Advisor (No Matter Where You Live)
Financial Planning
Jun 9
4 min read
Consumer Confidence Rebounds: What It Means for Your Financial Outlook
Newsletters
May 29
3 min read
Why Hyper-Personalized Financial Planning Isn’t New to Us—It’s Just How We Work
Financial Planning
May 19
2 min read
Why Working with a Fee-Only Financial Planner in Carmel, Indiana Can Make All the Difference
Newsletters
May 1
3 min read
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