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Choosing a Mortgage

July 24, 2025
By Gray Strickland, AIFA® / Financial Advisor

Qualified Personal Residence Trust (QPRT)

July 24, 2025
By Gray Strickland, AIFA® / Financial Advisor

Exclusion of Capital Gain on the Sale of Your Home

July 24, 2025
By Gray Strickland, AIFA® / Financial Advisor

It’s Too Expensive to Move – So Homeowners Are Remodeling

July 24, 2025
By Gray Strickland, AIFA® / Financial Advisor

What You Need to Know About Taxes When Selling a Home

July 24, 2025
By Gray Strickland, AIFA® / Financial Advisor

Understanding Social Security’s Place in Retirement Planning

July 24, 2025
By Gray Strickland, AIFA® / Financial Advisor

Retirement Planning Considerations for a Stay-at-Home Spouse

May 20, 2025
By Gray Strickland, AIFA® / Financial Advisor

Tax Planning Tips: Disability Insurance

May 20, 2025
By Gray Strickland, AIFA® / Financial Advisor

Long-Term vs. Short-Term Disability Income Insurance

May 20, 2025
By Gray Strickland, AIFA® / Financial Advisor

Disability Income Insurance: Typical Policy Features

May 20, 2025
By Gray Strickland, AIFA® / Financial Advisor
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