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  • Tax Quick Reference Guide

    Tax Quick Reference Guide

    TaxConsiderations-Feb2025Download

  • Defining Your Money Values

    Defining Your Money Values

    Understanding your money values helps to ensure that your financial decisions align with what matters most to you and your family. These values serve as a foundation for making consistent, purpose-driven choices, while reducing financial stress and potential arguments.  For instance, prioritizing education might mean setting aside funds for college rather than opting for an…

  • Get Artsy in Retirement

    Get Artsy in Retirement

    Retirement marks a new chapter, offering the perfect opportunity to explore passions that may have been set aside during earlier life stages. Engaging in the arts is more than just a way to fill your schedule–it provides a wide variety of benefits that are important as we age.  Creativity challenges the brain, enhancing memory and…

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