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How To Maximize Your Health Savings Account (HSA)

How To Maximize Your Health Savings Account (HSA)
“That’s just a special account to pay for medical expenses, right?”   Wrong.   When we hear the word “health,” our brains automaticall...
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Give Your Financial Plan A Jump-Start In 2019!

Give Your Financial Plan A Jump-Start In 2019!
What new goals are you trying to reach in 2019? Are you focusing on your physical health by joining a gym and cleaning up your diet? Are you throwing ...
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Are You Ready For the Next Step in Financial Organization?

Are You Ready For the Next Step in Financial Organization?
Imagine laying out all of your bills, account statements, insurance policies, and loans and trying to make sense of them all. Pretty overwhelming, isn...
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Did You Know We Serve Clients Nationally?

Did You Know We Serve Clients Nationally?
If you are one of our local clients, you may not realize that we serve clients all over the United States! We are grateful for the technology that all...
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How Presidents Affect Stock Market Performance

How Presidents Affect Stock Market Performance
We just celebrated our 218th President’s Day in the US! We thought it would be appropriate to look at history and examine how the office of the presid...
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