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Is your Financial Advisor a Registered Investment Advisor? (and Why You Need to Know)

Is your Financial Advisor a Registered Investment Advisor? (and Why You Need to Know) If you’re working with a financial advisor or thinking about doing so, you may have stumbled across the term [...]

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8 Tips for Finding a Financial Advisor

Finding the right one – not the right paint color or the right car to drive – but the right relationship to provide you with financial guidance and wealth management is important! What are the [...]

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Women Finances: How to Reduce Financial Stress

You have all the balls in the air, and you juggle them well. But do you feel confident you’re prepared for the future? According to a study from Ameritrade, 84 percent of women manage their [...]

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Women Leadership: Advice from Jennifer Hill

Jennifer Hill, CFP®, CPA/PFS, shares her thoughts and insights on being a woman in leadership.