Category: Take Charge of your Finances

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Take Charge of your Finances

How An Election Really Influences Markets

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Financial Dilemma: Cutting Expenses

Don't Fail In Retirement
PodcastTake Charge of your Finances

Don’t Fail In Retirement, Ep #22

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Estate Planning in Your 20’s

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Estate Planning in Your 30’s

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Estate Planning in Your 40’s

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Estate Planning in Your 50’s

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Estate Planning in Your 60’s

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Market OutlookTake Charge of your Finances

Brexit Rebound – 3rd Quarter 2016 Investment Commentary

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Episode 17: Strategies to Maximize Your Child’s Financial Aid Eligibility

Best Ways to Save for College
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Great Options to Save for Your Child’s College Education

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The 6 Best Big Cities

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6 Missed Opportunities to Avoid With Your 401k

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Saving Too Much in a Roth IRA?

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You Have Two Months to Live…

Tax Breaks for College
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Tax Breaks and Loan Options to Pay for College

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Retirement: What’s your magic number?

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Can my 401k be too big?

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Why Financial Health Matters to Us

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5 Financial Steps for Newlyweds

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CLIENT CENTER

UPLOAD FILES

Pershing Account