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Don’t you deserve a personalized financial roadmap?

Have you ever worried if you'll have enough to retire? How will you protect what you've worked hard to build? Can you leave a family legacy? Most people struggle with these same questions. You're not alone, and we're here to help.

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Learn about financial strategies with educational articles

As industry specialists, our advisors share a wide range of financial planning, tax reduction, investment, and charitable strategies to help you meet your financial goals. Check out our most recent articles:

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Financial Tips for Women Breadwinners

Posted on March 8, 2024

Women breadwinners face unique financial challenges. With careful planning and management, you can achieve financial stability and help ensure a secure future for yourself and your loved ones.  Presented by Kamryn Markus An increasing number of women are becoming primary breadwinners in their households, so one might assume women are also taking on most of

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Understanding Private Foundations

Posted on February 28, 2024

Wondering if a private foundation is the right avenue for you? Learn more about the different types and how to establish one. Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A private foundation is a tax-exempt entity established by an individual, family, or corporation for charitable purposes. Private foundations are overseen by a board of

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Ways to Reduce Your Tax Liability

Posted on February 15, 2024

Want to pay less taxes? If given a way to legally reduce tax liability, most Americans would welcome that opportunity with open arms. But methods for doing so aren’t always obvious—and may be tricky in certain circumstances.  Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Reducing Your Tax Liability Two such situations include working in

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