The award was received from Joel Bruckenstein and the team at T3 Technology Tools for Today

HELOCs can be an important source of financial liquidity and a valued part of any holistic financial plan.

The Case for Liability Management in High Net Worth and Ultra High Net Worth Client Portfolios

Debt Optimization as a Next-Level Service with Rohit Argawal

Why liability planning creates a unique growth opportunity for advisors

Sora participates in an innovative WealthTech Accelerator designed to meet the needs of startup tech entrepreneurs.

An Update On Debt And How To Think Through: Mortgage, HELOC, Auto, Credit Cards, and Student Loans

The Future of Fintech with Generative AI in Wealth Management

The current trends in financing the current lending landscape

Exploring the Buy, Borrow, Die Strategy Amidst Rising Interest Rates

Founder, Silver Strand Financial Planning

Founder and Certified Financial Planner at Financial Zen

Do they make sense for you?

Featured in Yahoo Finance

Certified Financial Planner, Beacon Financial Group and MPowered Finance

What is the best way to pay off debt?