Team Name: Musgrave Dunn & AssociatesFirm: Merrill Wealth ManagementSenior Members: Travis Musgrave, Timothy Dunn, Valerie MarshallLocation: Lexington, KYTeam Custodied Assets: $1.4 billionBackground: Travis Musgrave attended…
Team Name: Merritt Point Wealth AdvisorsFirm: Wells Fargo AdvisorsSenior Members: Jason Andrews, Beth Cutler, Ross BauerLocation: Old Greenwich, CTTeam Custodied Assets: $1.7 billionBackground: A self-described “numbers guy,” Jason Andrews studied accounting and finance at Southern…
With fuel prices skyrocketing due to his war in Iran, President Trump says he wants to suspend the federal gas tax “for a period of time.” GOP lawmakers immediately promised to introduce bills to do just that. And Democrats were way ahead of them: Back in March, senators Richard Blumenthal…
By Julie Jaggernath When you’re trying to figure out how to get out of debt, it helps to know that not every debt needs to be tackled with the same urgency. Some debts are more expensive than others, and your debt repayment strategy should reflect that. That doesn’t mean you…
4. Detail Her Car A clean car doesn’t technically get her from point A to point B any better, but no mom will turn down a freshly detailed vehicle. Start with the inside: remove the floor mats, vacuum thoroughly, clean the windows, wipe down the dash, and clear out any…
3. Create a Spending Plan You Can Actually Stick To Call it a budget, a spending plan, or whatever name makes you most likely to use one. The point is the same: you can’t live within your means if you don’t know what your means actually are. And with the…
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