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Tax Management
What to do about tax uncertainty
Consider what may help to reduce taxes—just in case.
Goals/Needs-Based Investing
The BIG list of great money advice
This piece is approved to use with clients.
Dr. Daniel Crosby, Chief Behavioral Officer of Brinker Capital put together this client approved list of money advice.
Client Life Events
Planning for Life's Big Moments
This presentation explains how to convey your value while helping clients navigate their life journey.