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Estate Planning

  • heart and money

    Love and Ledgers: How Couples Can Harmonize Their Financial Future

    Feb 13, 2024

    In the dance of life, love and finances are often intertwined in a delicate balance. As Wealth Advisors and Certified Financial Planners, we've seen firsthand how managing finances can either…

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  • Discussing Family Finances

    By Kristen Buchman on May 21, 2020

    As a financial planner, I quickly became an advocate for open communication about finances. Personally, my husband and I had made it…

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