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Value of Tax Planning

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After doing dozens of planning sessions, I wanted to summarize some of the tax planning opportunities and pitfalls that come up over and over again.

Mortgage Rates & Monthly Payments

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Looking at the history of 30-year mortgage rates, where they might be headed and how much it will cost homebuyers

Bond Market Overview

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This post explores the composition of the investment-grade bond market in the U.S. by analyzing Bloomberg Barclays US Aggregate Bond Index or The AGG.