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June 26, 2020

Are you making the wrong gift at the wrong time?

“Begin with the end in mind!” Wise words from Stephen Covey, and easy to apply to some things. My experience as a financial professional is that it doesn’t apply as easy or as often in the world of philanthropy. The...

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May 1, 2020

The Next Stage in Life: Preserve, Protect, and Pass On Your Wealth

Success for a business owner is a strange thing. An entrepreneur spends most of his or her life doing things that few others would do, such as working sixteen-hour days, getting a second mortgage to manage through hard times, or...

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