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Happy 2025!

 

Want a broad overview of how to think about your finances and set goals for this year?

 

This article by Srvindhya Kolluru has tips from myself, Blair Lukan and Scott Plaskett.

 

 

 

 

 

 

 

 

 

 

 

 

 

Priorities and your financial plan

Monday, July 6, 2020

Many conversations last week had a common theme: priorities.  A short video on how your priorities should be reflected in your financial plan.

 
Sara McCullough at 7:00 AM
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