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Is Prepaying Your Mortgage A Good Financial Decision?

Is Prepaying Your Mortgage A Good Financial Decision?

by Adam Strauss | Jan 20, 2022 | Financial Planning

If you’re one of the many homeowners who make monthly mortgage payments, you may have wondered if you should be taking any action to pay off your mortgage faster than planned. Reducing your debt load can be both a financially and an emotionally beneficial decision,...
ABC News 7 – High Inflation milking some costs for local farms

ABC News 7 – High Inflation milking some costs for local farms

by Adam Strauss | Jan 14, 2022 | Newsroom

ABC News 7 – Buffalo NY “Reason we think inflation isn’t going away anytime soon is because there is a problem a lot of policy makers are not discussing,” said Strauss. “The debt to Gross Domestic Product (GDP) ratio of the US economy and...
Personal Finance Strategies to Combat Inflation

Personal Finance Strategies to Combat Inflation

by Adam Strauss | Dec 1, 2021 | Financial Planning

  Personal Finance Strategies to Combat Inflation Inflation has risen significantly this year, and an increasing number of investors, including ourselves, expect inflation to remain high for at least the next three years. In a persistently high inflationary...
Giving Strategies for the Charitably-Minded Investor

Giving Strategies for the Charitably-Minded Investor

by Adam Strauss | Nov 18, 2021 | Financial Planning

Investors who also wish to be donors likely have more options for making tax-efficient donations to charity than they realize. This Navigator provides an overview of what assets to give and the existing alternatives for how to give them. Giving Strategies for the...
A Guide to Virtual Financial Advising and Robo-Advisors

A Guide to Virtual Financial Advising and Robo-Advisors

by Adam Strauss | Oct 28, 2021 | Financial Planning

What You Need to Know About Virtual Financial Advising and Robo-Advisors The COVID-19 pandemic led wealth management advisors to get creative. Lockdowns and stay-at-home orders forced many to look at ways to continue engaging and counseling their clients without being...
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