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By Jamie Stolz, CFP®, MBA Embarking on a new journey, like marriage, is exciting! And [...]
Medicare’s open enrollment period happens once a year between October 15 and December 7. [...]
By Jeff Bernier Don’t just do something……stand there!i Jack Bogle, founder and former CEO of [...]
By Jeff Bernier "Who is rich? He that rejoices in his portion." -Benjamin Franklin [...]
By Jamie Stolz, CFP®, MBA What's your first memory of money? As new clients begin [...]