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2020: a global pandemic, a steep recession, emotional protests, and a heated election. Is it 2021...

2020… Let’s just say it’s been one for the history books. In this year’s Half-Time Report,...

What a difference a few weeks can make! Watch the video below as Jim Kruzan, CFP®,...

By now, you’ve probably heard of the SECURE Act. It passed as law late in 2019...

Happy New Year! Join us as we review the last quarter of the decade. Below, in...

Gathering all of your paperwork to do your taxes can be a daunting task. Did you...

Can you believe it was almost ten years ago that we started bringing you these Quarterly...

The first quarter of 2019 has come and gone. We invite you to join us as...

The first quarter of 2019 has come and gone. We invite you to join us as...

With 2019 closing in, we invite you to click on the video below and join us...

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