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The Financial Impact of Divorce

Divorce can be devastating personally, but many couples don’t consider the financial impact of divorce when deciding to end their marriage. A lot of the financial worry comes from fear of the unknown. You may have heard that divorce has a big impact ...

How to Create a Budget You Can Follow

A budget is one of the most important financial tools you need. Whether you are just starting out, getting ready to purchase a home, getting ready for retirement, or anywhere in between, having a budget is your key to financial success. However, ...

Jeff Mohlman Certified as a CDFA®

Jeff Mohlman has been certified as a Certified Divorce Financial Analyst Professional. This certification will allow Jeff to work with clients, alongside their attorneys, on their financial planning during the divorce process. While the attorney ...

Financial Mistakes to Avoid When You’re Close to Retirement

As you approach the retirement years, you may start to question how prepared you really are. Do you know how much retirement income you will need? Are you on the right track? Do you understand your 401(k), IRA, and other retirement accounts? Do you ...

Will Your Savings be Enough for the Retirement Income You’ll Need?

When you are young and have just begun to work and save for retirement, the finish line seems far away. You know you’re putting money away, but there will come a point where you wonder if you’ve done enough. And if you haven’t, you’ll worry that you ...

Retirement Deadlines You’ll Want to Know About

When you reach your 50s, you are in the home stretch of retirement planning. Your kids are grown, your income is good, and you’ve been making good choices along the way. Still, as the retirement finish line looms closer, there is still plenty to ...
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Jeffrey Mohlman Investigation

There’s been a recent resurgence of alleged information about my reputation and resignation from Questar Capital. Due to this misinformation and re-circulation of said misinformation I felt it was time to issue a rebuttal to this situation in an ...

How Debt Really Affects Your Future Financial Health

Saving for retirement is an important financial goal. Creating – and sticking to – a budget is a smart financial plan. But debt is the enemy that can derail your goals. When it comes to financial health, paying off debt is the smartest thing you can ...
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