Newsletters

Selling Your Home for a Big Profit

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Barry Mendelson, CFP September 13, 2023

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Financing Education 101

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Barry Mendelson, CFP September 13, 2023

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Exciting News! TD Ameritrade accounts are migrating to Charles Schwab soon!

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Barry Mendelson, CFP July 24, 2023

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Tax Deduction Drama: The Catch-Up Contributions Countdown!

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Barry Mendelson, CFP July 24, 2023

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U.S. Financial & Economic Review

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Barry Mendelson, CFP July 24, 2023

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Important deadlines and dates

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Barry Mendelson, CFP July 24, 2023

Newsletters

Market Review Slides – 2nd Quarter 2023

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Barry Mendelson, CFP July 12, 2023

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Suggested Reading – Your Money or Your Life

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Barry Mendelson, CFP June 14, 2023

Newsletters

What the Elevation Wealth Partners Team Has Been Up To

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Barry Mendelson, CFP June 14, 2023

Articles

Community leader Barry Mendelson Joins Board of Directors at Youth Homes, Inc

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Barry Mendelson, CFP June 13, 2023

Press Release

Annual ADV Disclosure Brochure, Form CRS, and Privacy Policy

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Barry Mendelson, CFP April 17, 2023

Newsletters

U.S. Economic and Financial Markets Review

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Barry Mendelson, CFP April 17, 2023