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Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

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Helpful content
I offer a full library of resources to help boost your financial planning knowledge.

Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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