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Beyond the Balance Sheet: How to Craft a Living Legacy That Outlasts You
If you’re a baby boomer, the question looming ever larger isn’t “Do I have enough stuff?”—it’s “Will my stuff matter when I’m gone?”...

Tim Gardner
9 minutes ago2 min read
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Why a Fee-Only Model Is the Gold Standard in Wealth Management
Regarding your financial future, transparency and trust should be non-negotiable. Yet, the world of wealth management is often clouded by...

Tim Gardner
Nov 27, 20242 min read
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Essential Smartphone Security Tips to Safeguard Your Financial and Personal Data
In an era where smartphones hold the keys to our financial, personal, and even professional lives, protecting these devices from hackers is

Tim Gardner
Nov 6, 20243 min read
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Savvy IRA Planning: Strategies to Maximize Your Retirement Savings and Minimize Taxes
Planning for retirement is about more than just building your savings. A well-crafted strategy for distributing your IRA funds is equally...

Tim Gardner
Nov 6, 20243 min read
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4 Keys to Cutting College Costs: Avoid Overpaying and Protect Your Financial Future
College costs can significantly burden families, with tuition fees and expenses climbing higher every year.

Tim Gardner
Nov 6, 20243 min read
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