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"What's New?"

Is College Worth It?

Yes, college tuition is rising. Yes, there's student loan debt. Our publication examines the costs and benefits of attending college today in hopes of helping families and young Americans make appropriate choices for their futures.

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Why is this Age so Important?  

Why is 591/2 such an important number when it comes to your retirement? In this publication we show you why this half birthday signifies a turning point of sorts in your life - in a number of ways.

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Critical Elements of an Estate Planning 

While end-of-life planning may seem morbid, a well laid out plan is the best way to ensure your wishes for future generations are met. Our publication takes a basic look at estate planning and key concepts to consider regardless of your financial status.

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Plan for a lasting legacy   

While charitable giving is a matter of the heart, developing a prudent strategy will ensure your money and efforts are put to good use. Our publication looks at ways that you can maximize your Philanthropic strategy.

View our publication by clicking below.

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