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Wednesday, February 26, 2020

How does Divorce affect Estate Planning? Wills for both spouses are often drawn up sometime during the marriage--particularly if there are children involved. When divorce is contemplated, the selection of beneficiaries and executors...


Friday, February 21, 2020

Although there's no hard-and-fast rule about when you should review your estate plan, the following suggestions may be of some help: • You should review your estate plan immediately after a major life event • You'll probably...


Tuesday, February 11, 2020

If something were to happen to you, would you family know where to find your important documents? Millions of Americans have failed to prepare their financial and medical documents. As part of a comprehensive wealth management program,...


Thursday, February 6, 2020

Your Financial Future


Wednesday, February 5, 2020

Full CornonaVirus article


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Thursday, January 16, 2020

Educational Series Update This week's Special Guest John Daley joins Dan to provide an Education Series Update. Listen in


Thursday, January 2, 2020

Click here; Dan and Mike Will educate you on what you need to know


Thursday, January 2, 2020

Secure Act Full Article (Click this link )


Thursday, December 26, 2019

Tune in this Saturday @ 8:00am. Dan and Mike will be discussing College football preview, and NFL review. This weeks Radio Show..take a listen


Wednesday, December 11, 2019

Read Full Article here; Year End Giving


Tuesday, December 3, 2019

Read the article: 2019 Year-End Tax Planning Basics


Monday, December 2, 2019

Read the Article : Estate Planning


Friday, November 29, 2019

Click here for "Women and Money: Taking Control of Your Finances"


Thursday, November 21, 2019

Read the Article; 4 Things Women Should Know about Social Security


Thursday, November 21, 2019

Read the Article: 20 Answers You Need Before You Retire


Monday, November 18, 2019


Monday, November 18, 2019

Click Below Life is Always Changing, Make sure your insurance keeps up.


Thursday, November 7, 2019

Click Here Market Month October 2019


Wednesday, November 6, 2019

Concierge Service: Coordinate with other advisors such as your attorney and accountants. Hold regular meetings and ensure that all planning is well coordinated and implemented. Maintain copies of documents such as insurance policies,...