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Financial Planning

The experience needed to understand your game plan and help you accomplish it.

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Wealth Management

Multiple investment options help diversify your portfolio and manage risk.

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Tools and guidance to help manage your assets during your lifetime and beyond.

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New SAVE Repayment Plan Offers Key Benefits

In July 2023, the Department of Education launched a new income-driven repayment (IDR) plan for federal student loans called the Saving on a Valuable Education (SAVE) Plan.

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Market Measures: Beyond the Dow

When you hear or read that the market is up or down, what does that really mean? More often than not, it reflects movement in the two best-known stock market indexes, the Dow Jones Industrial Average and the S&P 500.

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Due Date Approaches for 2023 Federal Income Tax Returns

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2022 tax return and gathering W-2s

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