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August 13, 2018
Congratulations! You’ve worked for decades to prepare for retirement and now you’re there, or almost there, ready to start what can be the most enjoyable phase of your life. Very likely, you’ve got plans to travel, see family and friends and maybe ev...
July 23, 2018
Do you have a 529 plan? Do you work with a financial advisor? Do you have a 529 plan that’s managed directly through your financial advisor?If you answered yes to the first question, then that’s perfectly fine. If you answered yes to the second quest...

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