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Who Is Your Financial Mentor? Thumbnail

Who Is Your Financial Mentor?

Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.

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September Newsletter: My Wish... Thumbnail

September Newsletter: My Wish...

In the song My Wish, Rascal Flatts gives voice to the thoughts many parents have this time of year when watching a child heading off to that first day of school: “But more than anything, my wish, for you, is that this life becomes all that you want it to. Your dreams stay big, your worries stay small, you never need to carry more than you can hold. And while you're out there getting where you're getting to, I hope you know somebody loves you and wants the same things too.” For parents of college-bound children, there is a feeling of pride in what their child has accomplished to get to this point, tempered by a mix of concerns: Is he/she ready to be on their own?

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