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Your Time is Valuable Thumbnail

Your Time is Valuable

One of the massive benefits of working with a personalized advisor is to save you time. I share a recent example of that in my own practice.

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529 Plan Fees: More Details Thumbnail

529 Plan Fees: More Details

Some readers wanted more information on where to find their fees and what they may be - so I wanted to provide some more details on 529 plan fees.

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