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A "rate floor" may prevent a lower rate following the Fed's cuts.
Help your clients avoid these pitfalls.
In general, you need a credit score of 600 or better to qualify for a loan—and a higher score can save you money.
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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025