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The 3(21) vs 3(38) Fiduciary in Group Retirement Plans

Disability Insurance: an Overview

Medical and Financial Powers of Attorney

Gifting Appreciated Securities – Optimizing Your Charitable Gifts

A Roth IRA for Kids?

Gifting Within Your Family

Leveraging Your Health Plan with a High Deductible and HSA

Choosing an Advisory Firm – Wealth Management for Medical Professionals

Tax Advantaged Educational Savings Plans – Are they for you?

Profiting From an Advisory Relationship – Wealth Management for Medical Professionals

Sandwich Generation: Housing Options As We Age

Intentional Charitable Giving – What’s your Plan?

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