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Finding A Financial Advisor Even Your Mom Could Trust

You’ve come to the conclusion that you need the help of a financial advisor.  Multiple friends have given you “their guys” name.   You’re confused and overwhelmed.   You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar?  That’s not surprising at all.  For most…

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How Families Can Calculate Retirement Income Wants Versus Needs

Perhaps the biggest fear of families is how they will “get paid” in retirement. Gone is the regular paycheck and the annual bonuses; and, after years of building a nest egg, the new retiree is faced with the extremely uncomfortable task of tapping in to the hard earned savings.

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GUIDE: How to Build Generational Wealth

infographic how to build generational wealth

Generational wealth guarantees financial wellness for the people that matter to you. In this guide, Financial Advisor Josh Duncan discusses how to build generational wealth.

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