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When you have a professional working in your best interest to help you understand your financial choices, you can stop wondering and worrying and start having confidence that you're on the right path.

8 Dec 2017

Financial Planning Roundup: December 8, 2017

Here are some articles you may find of interest. Enjoy your Friday! 10 Year End Tax Tips by usnews How Retirees Can Avoid Mounting Cybersecurity Threats by cnbc Holiday Spending: 5 Ways To Reduce Financial... Read More

17 Nov 2017

Mary Quoted in Article: Year End Tax Tips

Thank you to consumerreports.org for asking me to contribute to this article: 7 Key Tax Moves To Make Before Year End Read More

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Financial Planning Roundup: December 8, 2017

Mary Quoted in Article: Year End Tax Tips

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