Over 50 Years of Combined Experience
1801 Hermitage Blvd, Suite 170
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Month: February 2019

Marriage: Entering a New Investment Life

There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances. Addressing personal finance and investment issues before the big day may help improve your odds of being together years later. Here are some financial issues...

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Marriage and Money: Finding a Happy Balance

Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related benefits. Here are some considerations to keep in mind if you are thinking of getting married or have just tied the knot. • Building...

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1801 Hermitage Blvd, Suite 170, Tallahassee,
FL 32308

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