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31 May
Is a Downturn On the Horizon_ How We Watch Over Your Money
Is a Recession on the Horizon? How I Watch Over Your Money 

By Colleen Weber, CFP®, CPA Is the state of the world making you feel unsettled? It seems like things are constantly changing and we’re just waiting for the other shoe to drop. If you’re like most people, living with this level of uncertainty day in and day out can be...

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03 May
How Much Do I Need to Retire Comfortably
How Much Do I Need to Retire Comfortably?

By Colleen Weber, CFP®, CPA It’s impossible to retire comfortably without years of strategic planning. And a key piece of that planning includes figuring out how much money you’ll need to live as you age. No matter your lifestyle or circumstance, you want to be confident you’ll have enough money...

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