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Blog Archive

12/18/2023 Maximizing Your Impact: The Power of Charitable Donations in Tax Planning
As you navigate the complexities of financial planning in the prime of your care More
11/21/2023 Ten End-of-Year Steps You Can Take to Improve Your Financial Well-Being
Financial planning is an ongoing process, but there are several steps you can ta More
10/20/2023 October 2023 Quarterly Conversation Video Recap
With so much going on in the news right now, so much of it related to the econom More
9/26/2023 The 10 Year Plan
Post by Richard Bell, Partner, Senior Financial Planner A 10-year financial p More
9/7/2023 Grey Divorce: What It Is and How to Get through It with Your Lifestyle Intact
Picture this: you and your spouse are approaching retirement. The kids are moved More
7/25/2023 July 2023 Quarterly Conversation Video Recap
We saw a surprising start to 2023, with the end of the 2nd Quarter seeing the S& More
Apr 2023 Quarterly Conversation now on video
4/25/2023 April 2023 Quarterly Conversation Video Recap
2023 kicked off better than we anticipated, with healthy numbers across the boar More
1/23/2023 January 2023 Quarterly Conversation Video Recap
Catch January's Quarterly Conversation on video! In the first quarter of 2023, More
Commentary
4/11/2024 Commentary – 2024 2nd Quarter
1/10/2024 Commentary – 2024 1st Quarter
10/13/2023 Commentary – 2023 4th Quarter
7/13/2023 Commentary – 2023 3rd Quarter
4/14/2023 Commentary – 2023 2nd Quarter
1/12/2023 Commentary – 2023 1st Quarter
All Commentary