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Last Updated on January 2, 2025 There are five key strategies about gifting money to family that you need to understand. Most

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Last Updated on June 17, 2025 Do you feel confident you are minimizing taxes over your lifetime?  If you are like many

Last Updated on January 16, 2025 A powerful way to start saving for college and remove money from your estate is to

Last Updated on January 14, 2025 College is expensive.  The average public, out-of-state tuition is $24,513 for the 2023-2024 school year.  If

Last Updated on June 17, 2025 Have you ever wondered if there was a better way to give?  Do you get tired

Last Updated on July 16, 2024 There were 1,387,615 identity theft cases in 2020.  There were 2.18 million reports of fraud.  It’s

Last Updated on July 16, 2024 What do you ask a financial advisor before hiring them? Coming up with questions to ask

Last Updated on July 16, 2024 I love and hate New Year’s resolutions. What about you?  I love them because it feels

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