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Author Archives: admin

Tax Minute 3-11-11

Any one may so arrange his affairs that his taxes shall be … More

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The 12 Biggest Misconceptions of Estate Planning Clients

We’ve all heard the line attributed to Benjamin Franklin: “In this world, … More

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Pursuit of a Financial Advisor (download)

Download the field guide – Here.

Posted in Your Financial Advocate | Leave a comment

I hear this one all the time from new clients. They don’t … More


Most people know what they own, but few people know how they … More

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