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Our Videos
Curated videos for your financial knowledge
January 14, 2025
2025 Team Introduction
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December 13, 2024
Top 10 Year-End Tax Planning Strategies for Business Owners
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December 2, 2024
It Depends
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October 23, 2024
Keeping Politics Out of Your Portfolio
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October 14, 2024
Spending in Your Retirement Years
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September 23, 2024
Basic Estate Planning Strategies
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September 20, 2024
5 Common Mistakes To Avoid During Open Enrollment
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August 28, 2024
5 RMD Facts That IRA Owners Need to Know
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August 19, 2024
LPL Conversion and What it Means for You
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