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By Karen Koenig November 23, 2024
🎁 Start the Holidays Right with Our Budget Worksheet!
By Karen Koenig August 30, 2024
If you’re struggling to find the capital you need, there are alternative funding options that can help bridge the gap.
By Karen Koenig July 9, 2024
Build Trust and Rapport: Establishing a trustworthy relationship with clients is crucial. Be honest, transparent, and show genuine interest in their financial goals and concerns.
By Karen Koenig May 20, 2024
Living a debt-free life is not only a realistic goal but also a highly rewarding one.
By Karen Koenig February 19, 2024
Individual Retirement Accounts (IRAs) are powerful tools for building a secure financial future, but understanding them can feel overwhelming for beginners.
By Karen Koenig December 12, 2023
Before you commit to a mortgage lender, it's essential to ask the right questions to ensure you're making informed decisions about your home financing.
By Karen Koenig October 30, 2023
Divorce is a life-altering event that brings about significant emotional, social, and financial changes. While the emotional toll is undeniable, it's crucial to understand how divorce can affect you financially.
By Karen Koenig July 24, 2023
With summer in full swing, it's the perfect time to explore how we can make the most of our vacation without straining our wallets.
By Karen Koenig June 26, 2023
By staying informed and implementing smart financial practices, you can navigate the changing landscape with confidence and secure your financial future.
By Karen Koenig April 11, 2023
Trusts and wills are two important components of estate planning, but they serve different purposes. In this blog post, we will explore the difference between trusts and wills and why they are both important.
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