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Archive for Category: News

Recent Posts

Top Financial Planning Tips for the Modern Family
Financial Tips for New Parents
How Much Cash is Too Much Cash?
The Basics of Long-Term Disability and Long-Term Care Insurance
Inflation Nation

06May

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Julie Reinhardt

Retirement Plan Services: Who is Eligible?

Julie Reinhardt, News

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29Apr

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/079cbe6414ac45aabe9aca1a3edd70b2?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/079cbe6414ac45aabe9aca1a3edd70b2?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' src='https://secure.gravatar.com/avatar/079cbe6414ac45aabe9aca1a3edd70b2?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/079cbe6414ac45aabe9aca1a3edd70b2?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Admin (Staci)

Financial Wellness Through the Ages

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04Apr

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Vanessa McElwrath, CFP®, CPA

Good Debt vs. Bad Debt

News, Vanessa McElwrath

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19Mar

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<img alt='' src='https://secure.gravatar.com/avatar/3b7db21002aa2358289f9658bd087b63?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/3b7db21002aa2358289f9658bd087b63?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Scott Adair, CFP®

It’s Tax Season: Let’s Explore Various Planning Strategies

News, Scott Adair

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19Feb

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Vanessa McElwrath, CFP®, CPA

It’s Time to Marie Kondo Your Finances: Life Insurance Advice

News, Vanessa McElwrath

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17Jan

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/079cbe6414ac45aabe9aca1a3edd70b2?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/079cbe6414ac45aabe9aca1a3edd70b2?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' src='https://secure.gravatar.com/avatar/079cbe6414ac45aabe9aca1a3edd70b2?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/079cbe6414ac45aabe9aca1a3edd70b2?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Admin (Staci)

2019’s Guide to Achieving your Financial Goals

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28Nov

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/079cbe6414ac45aabe9aca1a3edd70b2?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/079cbe6414ac45aabe9aca1a3edd70b2?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' src='https://secure.gravatar.com/avatar/079cbe6414ac45aabe9aca1a3edd70b2?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/079cbe6414ac45aabe9aca1a3edd70b2?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Admin (Staci)

Advisor, Vanessa McElwrath, CFP®, CPA, Promoted to Partner

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24Oct

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<img alt='' src='https://secure.gravatar.com/avatar/3b7db21002aa2358289f9658bd087b63?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/3b7db21002aa2358289f9658bd087b63?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Scott Adair, CFP®

Are you Prepared for the Next Financial Crisis? Revisiting 2008 Ten Years Later

News, Scott Adair

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26Sep

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Vanessa McElwrath, CFP®, CPA

Avoid The Most Common Estate Planning Mistake: Do It!

News, Vanessa McElwrath

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24Aug

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Vanessa McElwrath, CFP®, CPA

Back to School: Creating a College Savings Roadmap

News, Vanessa McElwrath

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