Financial Planner Brendan Halleron recently sat down with his dad, Denny Halleron, owner of Carcierge, an independent auto consulting service.
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U.S. equity markets reached their all-time highs during the first few days of January before sliding by more than 12% through mid-March.
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Event recording from February 16, 2022.
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A college education is costly, and the price of tuition continues to rise each year. However, for many students, a college education is the best way to prepare
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In meetings with clients, we review a number of different accounts and strategies to help work toward achieving financial goals.
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If you have any trouble relinking your outside-held accounts, please reach out to the Client Portal team at portal@affiancefinancial.com.
The fourth quarter of 2021 saw a remarkable continuation of what we have generally seen since the pandemic-related stock market lows of March, 2020.
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January is a great time to press the ‘Reset’ button on our lives and get organized for the future.
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Protecting your assets, preventing probate, and planning for a financial future all play a role in estate planning.
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Being a Financial Planner and a father to three young children, I have made it a top parenting priority to instill good spending habits in my kids.
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It is generally believed by investors that risk and return go hand in hand.
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We're here to help provide some clarification on how to navigate charitable giving without compromising your finances.
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