Broker Check

On Wealth - Fall 2015 Newsletter

| September 22, 2015
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“Together for Significance” is the tagline of our company and our motivation for the ways we try to serve our clients and greater community.  With that in mind, our seasonal newsletters are intended as a fun, educational, and motivational resource for you.

Some of the topics included in this latest issue are near and dear to us.  For instance, one article about keeping your kids and retirement headed in the right direction is an interesting office issue as we have both sides of the equation in our office – parents with kids in college or headed that direction, and recent college graduates tackling student debt and expenses that mark transition to financial independence.  Our latest IRA Enhancer Monthly Update is also included in the fall issue of our “On Wealth” newsletter.

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