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Articles & Knowledge
August 12, 2016
And So It Goes…
I recently met with a client, a relatively new teacher. Gina is the daughter of a…
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March 5, 2011
You Can’t Take It With You, But You Can Retain It!
Inevitable, Part of the total financial planning process I work on with clients must include estate…
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April 2, 2013
What Is Your Single Biggest Goal?
Financial planning is about setting and achieving goals and objectives. Buying a house or car, sending…
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December 4, 2017
The Certainty of Uncertainty
Each month, I sit down (where ever I may be) and contemplate the article of the…
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