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Hot Air Balloons are like IRAs
Hot air balloons rise in the east, launching from Lake Skinner in Southern California’s Temecula...

What is an IRA?
According to the Internal Revenue Service, IRA stands for Individual Retirement Arrangements...

How one Couple gets the most out of Social Security
Randy loves the business he’s created. It was very difficult getting started, with no capital, three young kids.

Credit Card Snowball Strategy
If you want to have extra money, let’s get those cards paid off. At 18% interest, carrying a balance costs you $15.00 per month for every $1,000 you owe. But some of those cards charge 24%, or $20 per month per $1,000.

Team Highlight: Mona Hurtado
We are excited to announce that Mona Hurtado, passed the difficult securities exams and is now an LPL Registered Administrative Assistant!