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Posts Tagged ‘benefits of a financial planner’

January 2, 2024 Weekly Update

By angelicacomahig | January 2, 2024

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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What Are You Getting for the Fee You Are Paying in Retirement?

By angelicacomahig | January 1, 2024

You may already have a financial advisor or are shopping for one, but you may not know what you’re getting for the fee that you’re paying. We’re going to try…

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