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Posts Tagged ‘wealth management’

July 1, 2024 Weekly Update

By angelicacomahig | July 1, 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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Understanding Holistic Wealth Management in Retirement- Beyond Just Investments

By angelicacomahig | July 1, 2024

Holistic wealth management is what we do. If you listen to our podcast or read our blog, you’ve likely seen us use this term before. But what’s the difference between…

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February 13, 2024 Weekly Update

By angelicacomahig | February 13, 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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Annual Financial Planning Strategies- Beneficiary Best Practices

By angelicacomahig | February 12, 2024

Nick Hymanson, a financial planner who is also part of our team, joined us on our latest podcast to discuss something very important: beneficiary best practices. If you work with…

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January 22, 2024 Weekly Update

By angelicacomahig | January 23, 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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Don’t Gamble Your Retirement

By angelicacomahig | January 23, 2024

We were recently at a conference in Las Vegas, and it made us think about the retirement gamble. Gambling isn’t for everyone. Someone will hit a jackpot, but others simply…

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QCDs and Donor Advised Funds in Retirement Planning

By angelicacomahig | October 2, 2023

Retirement planning has a lot of moving parts. You can be charitably inclined and save money on your taxes at the same time. On the Secure Your Retirement podcast, we’ve…

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October 2, 2023 Weekly Update

By angelicacomahig | October 2, 2023

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…

Read More

September 5, 2023 Weekly Update

By angelicacomahig | September 5, 2023

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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Integrated Wealth Management Experience

By angelicacomahig | September 4, 2023

Integrated wealth management experiences are our way to help clients have the type of retirement planning assistance that is provided in a “family office.” If you don’t know what this…

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