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Search Results for “estate plan”

You Have Two Months to Live…

Grace Kvantas
What would go through your mind if you were suddenly told by your doctor that you had two months to live?  Would you be prepared?  What would you do?  How…

Why Financial Health Matters to Us

Chad Smith
You’ve been there. That mental limbo of whether you should go to the gym today or not. You know you’ll feel better after going, not to mention the positive long-term…

5 Financial Steps for Newlyweds

Haley Modlin
When planning a wedding, it’s not unusual to spend most of your weekends contemplating what kind of cake you should have or what color scheme you should use. It is…

Top 10 Most Read Posts of 2015

Chad Smith
We spend a lot of time researching topics and discovering opportunities that our clients should be thinking about. Many of these include ways to better optimize your financial situation so…

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

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