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        1. Es
          Estate planning is a crucial aspect of managing your assets and ensuring your wishes are honored after your passing.
        2. Five Simple Year-End Tax Tips to Set Up a Successful 2024
          ’Tis the season to make New Year’s tax resolutions, but as I have seen many times in my 25 years as a financial adviser, it’s those who plan ahead
        3. 3 Times a Mortgage Refinance Absolutely Doesn't Pay
          The interest rate you pay when you first sign your mortgage may not be the interest rate you pay for life -- even with a fixed loan.
        4. 6 tips on how businesses can weather unpredictable futures with limited resources
          Businesses have weathered various storms through out the last year due to the instability and changing markets caused by COVID-19. With limited
        5. The New Face Of Growth In 2021
          Over the last 16 months, the manner in which American businesses view growth – and the avenues to achieve that goal – have drastically changed.
        6. The Financial Plan: Top 5 Reasons you need a documented, living, accessible plan for your financial future
          Sure, most of us think about retirement and leverage or have leveraged a 401(k) and other investment options or high-level planning to help get us there.
        7. How Controlling Your Living Expenses Can Lead to Financial Freedom
          Many things in life are beyond our control, such as the cost of gas or groceries or when the repair guy will show up to fix the furnace. While it can
        8. 3 Customer Retention Strategies to Avoid Like the Plague
          Not all customer retention strategies are equally effective. Here are a few to avoid when building your customer base
        9. What is a Trusted Contact? Do You Need One?
          If you’ve not heard of the idea of a “trusted contact” for your brokerage account, you’re not alone. It’s a relatively new concept: In 2018, the
        10. Your Guide to the Startup Costs Deduction
          Starting a new business can come with numerous organizational expenses that can add up quickly. Fortunately, the IRS offers a deduction for startup