Mike Dunn, CFP and Wealth Advisor - IPC Securities

Mike Dunn, CFP and Wealth Advisor - IPC Securities I help clients reach their financial goals and dreams

12/10/2024

There are income limits on earned income, but not on passive investments

12/09/2024

Lending money to friends and family requires careful planning

12/08/2024

Many people struggle with money. Though a difficult economy and sociocultural factors may be to blame, you can still do your part to try to make smart choices with your money. Here, we'll take a look at some of the most common financial mistakes that can lead people to economic hardship.

12/07/2024

Insurance arrived on the American landscape at about the same time as the idea of a single nation—the United States—began to form, and it was ushered in by one of the country's Founding Fathers. Here's a look at how it's changed over time.

12/06/2024

If you’re shopping for gifts this holiday weekend and find prices are still more expensive than you can afford, you may be tempted to take out a loan, use a buy-now-pay-later company, or even open a new credit card. While each has its perks, it’s important to understand the costs and risks assoc...

12/05/2024

The best protection against bad trouble is good planning

12/04/2024

Retailers tend to ramp up efforts to open store credit cards during the holiday season, says consumer finance expert Chuck Bell.

12/03/2024

Though Negotiating Can Feel Awkward, Studies Show It Works

12/02/2024

An employee loan is a loan provided by an employer. These types of loans aren't offered by every employer, and they can differ widely in terms of eligibility requirements and other specifics. However, if you need to borrow money and don't qualify for a personal loan or simply want to explore other o...

12/01/2024

You may qualify for a personal loan with a lower credit score, but expect to pay higher rates

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