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College

Saving adequately for college might seem out of reach right now, however, with proper planning and discipline it is possible. Your first step is working with a financial advisor to choose a college savings plan that is right for you.

Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
Managing Your Lifestyle

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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