by Brad Connors, Certified Wealth Strategist® | Jan 21, 2020 | Articles
A good credit score can result in a lower home mortgage rate or a car buying rate. We all try to maintain one. Sometimes, though, life throws us a financial curveball and that score declines. What steps can we take to repair it? Click here to read the full...
by Brad Connors, Certified Wealth Strategist® | Jan 13, 2020 | Articles
Do you know how the Internal Revenue Service (IRS) contacts taxpayers to resolve a problem? The first step is almost always to send the taxpayer a letter through the U.S. Postal Service. Click here to read the full article.
by Brad Connors, Certified Wealth Strategist® | Jan 6, 2020 | Articles
Probate process. Probate can take more than a year in some cases, and fees and court costs may add up over that time. In many cases, this is due to routine clerical work. So, how can you attempt to exempt more of your assets from probate and its accompanying...
by Brad Connors, Certified Wealth Strategist® | Dec 30, 2019 | Articles
Four factors influenced investment performance in 2019: a shift in U.S. monetary policy, the ongoing trade dispute between the U.S. and China, earnings, and the economy. Click here to read the full article.
by Brad Connors, Certified Wealth Strategist® | Dec 16, 2019 | Articles
The cost of data breaches increases. The latest annual study from Javelin Strategy & Research, a leading financial analytics research firm, says that 14.4 million people were impacted by I.D. theft in 2018. Roughly 3.3 million of them had to shoulder a financial...
by Brad Connors, Certified Wealth Strategist® | Dec 9, 2019 | Articles
Time to buy a car? Short of buying a house, this is one of the most important purchases you will make. It’s also one that you might be making several times throughout your life, compromising thousands-sometimes tens of thousands-of dollars. Click here to read...
