CATEGORY / FINANCIAL PLANNING
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At HoyleCohen, we welcome an educated client. The more you know, the more you will be able to take advantage of our tailored process and capabilities.
The HoyleCohen Wealth Management blog, covers a wide range of topics designed to broaden your understanding of important financial matters. They also touch upon a variety of “life” topics to remind us all that wealth is not just about the money – it’s what we do with it that really counts.
NEXGEN – Lunch & Learn – First Time Homebuyer Mortgage Planning Case Studies
May 30, 2019 NEXGEN Lunch & Learn. First time home buyer case studies – Headed by Certified Mortgage Planning Specialist, Sarah Lindsey of Synergy One Lending. Focused on first time home buyers’ mortgage options.
International Trade & Trade Policy
It seems as if trade policy is in the news virtually every day. Trade policy can be an important tool in protecting domestic businesses, but unless a country decides to move away from international standards, it is…
Something to Know Regarding Paycheck Withholdings
The IRS is changing the way employees will adjust their paycheck withholding – resulting in an even more complicated withholding form. The new form isn’t out yet, but early indications show that while it will more…
Plan Well. Live Fully.
As you may know, HoyleCohen has recently undergone a considerable brand overhaul. Our new brand and website are the culmination of over 18 months of work internally and externally with our clients and a professional…
Your Tax Return: ‘Just Tell Me Where to Sign’
Many of the women I meet through my financial planning practice are experiencing a major life transition such as widowhood, divorce, a large inheritance, or retirement. Suddenly, it’s critical…
Do You Fight Over Money?
You’ve heard that disagreements over money are a major cause of divorce. So, why don’t more couples work to manage these differences of opinion before it’s too late?
How to Get Out of Credit Card Debt
It’s possible to reduce — and even eliminate — debt, but only if you have a clear plan, are committed to sticking with it, and you can stop taking on new credit card debt in the process.
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