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Financial Planning

Estate Tax Changes Ahead: Is Your Plan Ready?

September 25, 2024by Jon Dockery0

Understanding Roth Conversions: A Strategic Retirement Move

September 3, 2024by Kevin Painter0

The Pitfalls of Annuities: Why They Might Not Be the Ideal Investment

October 19, 2023by Kevin Painter0

The Importance of Setting Goals

October 16, 2023by Wes McNeillie0

Avoiding Financial Stress

July 21, 2023by Jon Dockery0

The Hidden Influence: Navigating (Confirmation) Bias

June 7, 2023by Alex Willard0

We Finally Have Clarity

January 16, 2023by Alex Willard0

Finish 2022

December 16, 2022by Jon Dockery0

Experiencing Friction? These Approaches May Help

July 8, 2022by Alex Willard0

Change Ahead: What could a “SECURE Act 2.0” do for you?

May 6, 2022by Jon Dockery0

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