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[Video] How a Financial Advisor Helps You Make Progress

November 11, 2020

[Video]How a Financial Advisor Helps You Make Progress|   Can you think of someone that has helped you make progress in the past? We all have those people who have helped us grow at some point in our lives. As financial planners that is what we hope to do as well for you.

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[Video] Update Your Monthly Contribution(s)

November 2, 2020

[Video]Update Your Monthly Contribution(s)| Did you know the maximum amount that can be contributed to retirement accounts can change from year to year?  It’s true.  And taking advantage of these contribution limit increases can make a big impact over your working career.

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[Video] Business Owners- How to Improve Cash Flow

October 26, 2020

[Video]Business Owners-How to Improve Cash Flow| We are going to talk through a Cash Flow Statement which highlights the inflows and outflows of cash.  And for every business owner, cash is life!  It’s what keeps the business going.

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[Video] Asset Location

October 19, 2020

[Video]Asset Location| Today we are going to talk about one of the silent killers of investment performance, taxes.  Taxes are a fact of life and we can’t avoid them forever.  However, we can be strategic about when incurred so that it doesn’t negatively affect our finances any more than necessary.

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[Video] Open Enrollment – Deciding between Medical Insurance Plans

October 12, 2020

[Video]Open Enrollment-Deciding between Medical Insurance Plans| We are going to be talking about health insurance because making the right choice here could save you tens of thousands of dollars for you and your family.

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[Video]Open Enrollment- Deciding between Medical Insurance Plans

October 12, 2020

[Video]Open Enrollment-Deciding between Medical Insurance Plans| We are going to be talking about health insurance because making the right choice here could save you tens of thousands of dollars for you and your family.

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