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Daily Archives: August 28, 2020

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In the News: Refinance to avoid “house rich, cash poor”

Featured, In The NewsBy Editorial TeamAugust 28, 2020

In the Marietta Daily Journal, Bil Lako, CFP®, explains how in retirement, if you’re following a Ten Year Rule, you have 10 years of liquid assets to pay for your living expenses—including your mortgage—mostly protected from any economic change that may or may not happen.

Accumulating Funds for Short-Term Goals

Blog, Investment Selection, Personal FinanceBy Editorial TeamAugust 28, 2020

We provide basic guidelines to help you accumulate funds for a short-term goal, such as a wedding or a down payment on a home.

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