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  • Author: Chris Chen CFP

Financial Planning, Retirement Planning

Should You Carry Your Mortgage Into Retirement?

Should You Retire with a Mortgage Introduction Transitioning to retirement while holding a mortgage ...

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Sustainable Investing

What Happened in the Economy and Markets in the First Quarter of 2026?

What Happened in the Economy and Markets in the First Quarter of 2026? The ...

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Financial Planning, Investment Planning

Decoding Financial Credentials: What Should You Actually Care About?

Choosing a financial planner can feel like swimming in alphabet soup. Everywhere you look, ...

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Financial Planning

Financial Planning Tasks to Tackle at the Beginning of the Year

The start of a new year is a natural moment for reflection. Most people ...

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Investment Planning

Perspective Matters: 2025 in Review

In a world dominated by negative headlines and constant “breaking news,” it continues to ...

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Financial Planning, Retirement Planning, Tax Planning

7 Year-End Tax-Planning Strategies to Implement Now

Year-end is approaching fast. That is the time for blowing leaves and tax planning. ...

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