Dana Brewer, CFP®
Jun 26, 2019 11:59:22 AM

When the media refers to “the Market” just what does that mean and why does it matter? For most of us with memories of stock market turmoil as well...

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Kay Kramer, CFP®
Jul 11, 2018 12:32:00 PM

When we first approach the topic of estate plans with clients, we know it can often be an uncomfortable discussion for many. We celebrate when...

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