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CJ Stermetz, CFP®, CEPhttps://wealthtender.com/financial-advisors/cj-stermetz-cfp-cep/Silicon Valley's Advice-Only FirmFinancial Advisors
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Paulo Lopes, J.D.https://wealthtender.com/financial-advisors/paulo-lopes-jd/Helping You Achieve Financial Success with Hourly Advice and PlanningFinancial Advisors
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Why Prioritizing Your Health Is the Smartest Long-Term Investment You Can Makehttps://wealthtender.com/insights/why-prioritizing-your-health-is-the-smartest-long-term-investment-you-can-make/Your health is key to enjoying financial success. Learn why prioritizing well-being is essential for a fulfilling, secure future.Insights
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Alternative Investments for Individual Investors: Pros and Conshttps://wealthtender.com/insights/investing/alternative-investments-for-individual-investors-pros-and-cons/Explore the pros, cons, and key risks of alternative investments. Learn how alts work and why due diligence is essential before investing.Investing
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Looking for a Financial Advisor in Claremont, California?https://wealthtender.com/local/ca/claremont-financial-advisors/Find financial advisors in Claremont, California ready to help with your financial planning needs so you can enjoy life with less money stress.CA
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Tracking Your Spending: The Key to Facing Uncomfortable Truthshttps://wealthtender.com/insights/tracking-your-spending-the-key-to-facing-uncomfortable-truths/Most people hugely underestimate their annual spending. Track yours to help you make a budget and savings plan that works.Insights
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Four Ways to Avoid the Costly Pro-Rata IRS Tax Traphttps://wealthtender.com/insights/taxes/pro-rata-rule/Maximize your Roth IRA by escaping income limits and pro-rata rule tax traps with smart backdoor conversion strategies.Taxes
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5 Ways to Avoid Paying Private Mortgage Insurance (PMI)https://wealthtender.com/insights/insurance/5-ways-to-avoid-paying-private-mortgage-insurance-pmi/Private mortgage insurance (PMI) can be a huge expense for homebuyers on a tight budget. Use these 5 tips to save money and avoid paying PMI.Insurance
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What Is Stagflation?https://wealthtender.com/insights/what-is-stagflation/Worried about stagflation? Learn why the risk is rising and smart steps you can take now to protect your finances and career.Insights
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Kevin C. Feig, CFP®, CPA, PFS, CFEhttps://wealthtender.com/financial-advisors/kevin-c-feig-cfp-cpa-pfs-cfe/Helping Real People Build Real WealthFinancial Advisors