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Cereus Financial Advisors is operating in a hybrid mode because of COVID-19.

While our office is physically open, but not necessarily every day. We can accommodate either in-person or video meetings.

Video Conference Available: Instead of a face-to-face meeting, we are pleased to offer video conference capability. We have been doing this with most of our clients. Please contact us to set up a meeting.

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Stay up to date on the latest financial information with Cereus’ monthly blog.

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tax changes

Tax Changes Coming in 2017 and Beyond

Tax Changes Coming in 2017 and Beyond By David J. Haas CFP® December 21, 2016 We are in the midst of an administration changeover in

new car

Buying That New Car

Buying That New Car By David J. Haas CFP® A few years ago when my son was in college, I gave him my old car

Charitable

ThanksGIVING – Charitable Giving

ThanksGIVING Thanksgiving is a great time to take stock of our lives and be thankful for all we have. I am thankful for my healthy

interest rates

All You Ever Wanted To Know About Interest Rates (But Were Afraid To Ask)

All You Ever Wanted To Know About Interest Rates (But Were Afraid To Ask) Interest Rates: The business news is full of stories about interest

student loan debt

How severe is student loan debt condition in our nation

This week Patricia Sanders, a freelance financial writer offered to contribute a story about the student loan debt load problem. How severe is student loan

retirement readiness

10 Years and Counting: Points to Consider as You Approach Retirement

I’m away this week, but this is a great article on retirement readiness that the folks at Broadridge Investor Communications have prepared. Please enjoy! 10

Financial Decision Making

5 Good Financial Lifetime Decisions

5 Good Financial Lifetime Decisions I help a lot of clients with their financial decision making. In some cases, clients need to save money on

College

Student Loans: The Good, The Bad, and The Ugly

Student Loans: The Good, The Bad, and The Ugly Are student loans good for your financial health? They are certainly in the news a lot

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Located in Franklin Lakes, New Jersey, Cereus Financial Advisors offers private, professional services for families and individuals seeking financial advice on retirement, higher education, divorce, elder care, disability, investments, unemployment, inheritance, social security, taxes, insurance, and more. We are Certified Financial Planners® and specialists in comprehensive financial planning, education planning, estate planning, insurance advice, investment management, retirement planning, and tax planning.

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BLOG

Tax Changes Coming in 2017 and Beyond

Buying That New Car

ThanksGIVING – Charitable Giving

All You Ever Wanted To Know About Interest Rates (But Were Afraid To Ask)

How severe is student loan debt condition in our nation

10 Years and Counting: Points to Consider as You Approach Retirement

5 Good Financial Lifetime Decisions

Student Loans: The Good, The Bad, and The Ugly

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