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Financial Actions You Should Consider Taking BEFORE Year's End (If You're Still Working)

As we come to the end of the calendar year, people love to put together an end-of-year checklist for things that normally get overlooked throughout the rest of the year. Just as importantly, there are some opportunities that simply go away (at least for that calendar year) come December 31. If you’re looking to tidy up your finances going into the new year, here are ten places to start.

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7 Significant Life Events We Help Our Clients Navigate

The way we see things, the work doesn’t stop just because we’ve helped our clients tackle the problems that brought them to our door. We’re always looking for ways to add value to our clients’ lives. And sometimes, the best thing we can do is be there during those important life events when they need us the most. Here are 7 examples of those significant life events that we help our clients with.

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