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Category: Blog

How to choose a financial professional

March 20th, 2019
Finding a qualified and proficient financial professional can be a daunting experience. Where do you start? Qualifying, hiring, and working with a financial professional is a highly personal experience. Here's a different perspective.
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The Cost of Raising A Child…Year One

February 23rd, 2019
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The end of Social Security claiming strategies as we know it?

February 23rd, 2019
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Less is more: A primer to financial minimalism

February 21st, 2018
A prospect called into the office the other day and asked me an important question I wished all prospects would ask...
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The September Effect

February 21st, 2018
There exist multiple stock market anomalies that are discussed and debated by stock brokers and investors alike...
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