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How to Avoid Overspending During Holidays
With the holidays rapidly approaching, many of you are concerned about how much money you will spend on gifts. In today’s blog post, I’ll be
Money Is The Root Of All Evil?
by Mary Young, Ph.D. Perhaps you already know the punchline, but I grew up believing that the way I’ve stated the question above was the
Estate Planning Issues Unique to Women
While estate planning is important to all people there are a number of issues that specifically impact women. These issues, if not properly addressed, can
What To Expect When You Hire A Financial Planner
Last week I discussed the responsibilities that you have when working with a financial planner. This week I want to shift my focus to the
Your Responsibilities When Working With A Financial Planner
There are many articles written about what a financial planner does for you and what you should expect from them. But, in my opinion, the
A Simple Guide to Wills and Estate Planning
When we first begin working with clients, it’s very common to discover that they don’t have a Will or any estate planning documents at all.
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