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This free e-book is a 12-month checklist that helps a surviving spouse navigate organize and prioritize to-dos following a loved ones passing.
Our hope is that this guide assists in minimizing overwhelm during this very tender process. The list is broken up into four timelines: The First Week, Weeks Two to Four, One to Six Months and Six Months to One Year.
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These newsletters provide a recap of the market's last quarter, discuss important topics such as inflation and interest rates and provide an opportunity to learn more about our team through our Staff Stories.
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax savings opportunities and strategies as possible for our clients. We believe that a proactive approach to looking at your tax situation can lead to better results than a reactive approach. We hope you find this report helpful!