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Firm
Our Team
Mission Statement
Our Commitment
Services
Retirement & Income Planning
Portfolio Management
Tax Planning
Comprehensive Financial Planning
Estate Planning
College Planning
Working with a CFP
Certified Financial Planner™
Prospective Clients
What to expect
New Client Questionnaire
Resources
Financial Calculators
Investor Education
Quarterly Newsletters
Dollars & Sense
Contact
Dollars & Sense
Home
Dollars & Sense
Dollars & Sense
October 14, 2020
by
Tricia Kaye
Saver’s Tax Credit
Read More
Dollars & Sense
January 16, 2019
by
Tricia Kaye
Improving Your Credit Score
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Dollars & Sense
January 2, 2019
by
Tricia Kaye
Debt Pitfalls to Avoid
Read More
Dollars & Sense
December 19, 2018
by
Tricia Kaye
New 2018 Tax Laws
Read More
Dollars & Sense
November 21, 2018
by
rex howell
Required Minimum Distributions
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Dollars & Sense
November 7, 2018
by
rex howell
Naming Beneficiaries
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Dollars & Sense
October 22, 2018
by
rex howell
Trust vs Will
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Dollars & Sense
September 25, 2018
by
rex howell
Durable Power of Attorney for Finance
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Dollars & Sense
August 28, 2018
by
rex howell
Teaching Kids About Money
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Dollars & Sense
August 5, 2018
by
rex howell
Investment Fees
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