Some people do their own taxes, some people manage their own investments, and some people don’t know where to find their bank balance. There are countless resources available online that will help you get smarter and savvier with your money. Here are...

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5 Questions For Your New Financial Advisor

Published by Bill Bell on Nov 14, 2017

If you are looking for a financial advisor (and if you are we hope you aren’t one of our clients), you may find yourself drawn more to the sales pitches of the advisors you should avoid, than to the sincere words of a potentially great advisor.  Here’s...

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