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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Robert Lamperti | Nov 15, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Professionally dressed man and woman looking at a tablet
Robert Lamperti | Nov 8, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Parents holding their child's hands. The child is jumping
Robert Lamperti | Nov 1, 2023

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Couple walking in a field with the ocean in the background
Robert Lamperti | Oct 25, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Set of keys beside miniature house
Robert Lamperti | Oct 18, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Two men sitting at a table and having a conversation
Robert Lamperti | Oct 11, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Business page of a newspaper
Robert Lamperti | Oct 4, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
Man in a graduation cap and gown
Robert Lamperti | Sep 27, 2023

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
Read More
Toddler standing at the bottom of a stone staircase
Robert Lamperti | Sep 20, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Grandmother with child
Robert Lamperti | Sep 13, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Ten key accounting calculator on a soft yellow desk
Robert Lamperti | Sep 6, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Person writing a list in a notebook
Robert Lamperti | Aug 30, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More

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