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Archive for June 2022

June Power Hour – Men and Money

By Michelle Bertram | June 14, 2022 | 0
June Power Hour

      Men have historically been accepted to be the breadwinner and CEO or the house and while today that is not always the case, men often still feel that…

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A number of things to do and 1 thing to NOT do

By Michelle Bertram | June 9, 2022 | 0

2022 has been a year of volatility. It seems like every month just a little bit crazier! With that in mind and really no end in sight, let’s talk about…

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Recent Posts

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  • 2023 is HERE! Happy New Year!
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  • December Market Update – Tax Harvesting

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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