Category: Uncategorized
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Dropping down to one income
If you’ve worked with us for any big life changes, you know that we usually recommend taking any drastic budget changes for a test run. You get to feel things out before committing to the change and see how it will feel in the long run. Robert Persichitte, CFP/PFS, CFP®, CFE, was featured in a…
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Top 5 ways salespeople trick you
These are the ways salespeople trick customers into buying more or buying things they can’t afford.