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Long Run Goals VLog
“Don’t wait too long to commit to your life-long goals, or they could become unfulfilled dreams. The sooner we start, the better you’ll enjoy the outcome.” – Ralph Bender, MBA, CFP®
When should I expect my 1099?
It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099 in February and March…
Five Year Relocation Nate & Sarah
Nate and Sarah just bought the house of their dreams. Five years they planned for making this move.
Marty and Jean visit the David
Marty and his new wife honeymooned in Italy. They enjoyed many of the touristy things, but being a retired machinist, he is always interested in complex structures.
Cyber Security teaser
Ever wondered how well you are protected from Cyber Criminals? We met with Tim Marsh and his team to discuss precautions we can take to protect ourselves online. Check it out!
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