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    1. How to Prepare for a Bidding War When Buying a
      Discover expert insights to navigate sellers' markets with ease. Michael Bartels, a seasoned mortgage professional, shares invaluable tips to secure your dream home. From pre-qualification to negotiation strategies, learn how to stand out in competitive bidding wars.
    2. Profit Is A Leadership Choice, Not A Financial Outcome
      Profit is not an accidental outcome of success. It is the result of deliberate leadership choices.
    3. The Effects Of A Volatile Market On A 401(k)
      The last few weeks have certainly had an extremely profound effect on all Americans. Everyone is feeling the uncertainty, the fear, the panic and the uneasiness. But at the same time, I have seen acts of kindness, neighbors coming together (virtually of course) to help one another and most people abiding by the CDC rul
    4. Have a Small Business With a Partner? Key-Life Insurance Needs to Be a Top Priority
      If you run a small business with one or more partners, what should be your priority?
    5. Managing Money as a Couple
      When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news
    6. Money Market vs. CD: What’s the Difference?
      Money Market and Certificate of Deposit. Savings accounts, and it’s important to understand which one will fit your specific savings goals.
    7. How 0% Interest Deals Can Wreck Your Finances, Even If You Never Miss A Payment
      It's hard enough to resist spending money due to the regular barrage of advertisements, an innate desire to keep up with everyone else, and how easy it has become to part ways with your hard-earned money.
    8. The New Trump Accounts: Could Your Child Benefit
      The New Trump Accounts: Could Your Child Benefit from Having One?   If you’ve heard that the Department of Treasury is contributing $1,000 to the
    9. 4 Common Tax Planning Mistakes
      What errors do advisors often see—and how can you avoid them? What the Professionals Say About Tax Planning   We talked with two high-ranking
    10. 4 Money-Savings Moves I Wish I Had Made in My 20s
      Do you have enough money put away for emergencies or vacations or expected costs? This article explores why and how to rethink your savings strategy