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Blog

Desk&Plant
Nitesh V | May 9, 2022

Benefits and Risks of Purchasing Investment Property

Property

If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but

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Real Estate Investment
Nitesh V | May 4, 2022

Are You Ready to Purchase Investment Property?

Real Estate

If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you

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beach retirement
Nitesh V | May 2, 2022

Start Saving for Retirement Today

Retirement

Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social

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credit-rating
Nitesh V | Apr 27, 2022

Eight Ways to Improve and Maintain a Good Credit Score

Credit
Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job
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Two men sitting at a table and having a conversation
Nitesh V | Apr 25, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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piggy-bank
Nitesh V | Apr 20, 2022

Top 15 Money Management Tips

Lifestyle

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start

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ceramic-piggy-bank
Nitesh V | Apr 18, 2022

Easy Ways to Financial Health

Lifestyle

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck

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Stock-image
Nitesh V | Apr 13, 2022

New Home Financing Checklist

Finance
Property
Estate Planning

While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat

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Elderly woman doing yoga in a park
Nitesh V | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Cards-wallet
Nitesh V | Apr 6, 2022

Credit Cards versus Debit Cards

Savings
Credit
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take
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Family
Nitesh V | Apr 4, 2022

5 Things to Teach Your Kids About Finances

Education
Family
Savings
If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the
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Img
Nitesh V | Mar 30, 2022

Planned Giving Goes Further

Finance
Tax Planning
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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