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Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. 

Featured Content

<p>No Cash, No Checks, No Problem</p>

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.
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<p>Should You Tap Retirement Savings to Fund College?</p>

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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<p>Asset Allocation</p>

Asset Allocation

Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.
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(04/20)