Category Archives: Financial Planning

Is it Time to Refinance?

[sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15min Consultation Now![/sh_btn] In the current climate of low-interest rates, I get the questions all the time; if it is a good time to refinance my mortgage. Why is this question […]

By Randall Avery, CFP®, CFA | March 16, 2020 | Financial Planning, Uncategorized | 0 Comments |  Like

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Buying and Selling a Home

[sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15min Consultation Now![/sh_btn] Buying and selling a home will only happen a handful of times for most individuals. Even though this type of transaction only happens a few times, there are […]

By Randall Avery, CFP®, CFA | September 9, 2019 | Financial Planning, Uncategorized | 0 Comments |  Like

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Pension Options

Making a complex pension decision is not a concern for most Americans. But for those who have worked in the public sector or for a large old established company, this may be something you have to deal with. For most, the decisions you have to make concerning a pension can be overwhelming. Pension payment options […]

By Randall Avery, CFP®, CFA | August 5, 2019 | Financial Planning, Uncategorized | 0 Comments |  Like

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New Graduate Financial Checklist

Another graduation season has passed us, and we have a fresh crop of newly minted graduates. In this article, we will discuss the task and skills you should consider teaching the new graduate to set them up for a better financial future.  This blog post will apply to both High School and College graduates. Teach […]

By Randall Avery, CFP®, CFA | June 10, 2019 | Financial Planning, Uncategorized | 0 Comments |  Like

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