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Saving for Education – Have You Considered Your Options?
July 19, 2021
This article explores the importance of having an education savings plan, the main vehicles for saving including their advantages and disadvantages, and often-overlooked pitfalls to consider when saving for education. School is officially out, which for most kids marks their “true” start to summer. This was my favorite time of year when tests and…
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Bringing Gratitude To Every Moment This Thanksgiving
November 25, 2020
Jonathan shares an important message about the pursuit of joy, and finding gratitude within yourself, even during the most testing…
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Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan
October 21, 2020
An analysis of how current economic activities correlate with market performance, and how long-term investors can safeguard against emotional investment…
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