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Baby Steps to Wealth - Financial Tips for New Parents
Becoming a parent is a life-changing experience, and with it comes new financial responsibilities. Since Tom was born, we've learned that...
Molly Jordan
Apr 2
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Tax-Smart Giving and Planned Giving Seminar
Seminar conducted by Michael Dayoub, CFP® and estate attorney Gennie Long, J.D. for Asbury Memorial Church. Tax-smart giving topics:...
Michael Dayoub
Mar 3
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Family, Feasts, and Finances
Thanksgiving is not only a time for turkey and pumpkin pie but also an opportunity to reflect on the bonds that tie us together. In the...
Wayne Jordan
Nov 22, 2023
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Change is the Only Constant
Laws change. Goals change. Strategies change. That's why we work with our clients on an ongoing basis--as your life and the world around...
Wayne Jordan
Aug 30, 2023
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