Navigating life together.
Insights
Clint McCalla, CFP®
Senior Client Advisor
December 16, 2024
Economic and Tax Updates
2024 economic recap, expectations for 2025, and tax updates...
Rubina Hossain, CFP®
Client Advisor
November 18, 2024
Supporting Family: Aligning Spending with Values
Aligning spending with values and goals...
Linda Lubitz Boone, CFP®
President
October 21, 2024
A Model for the Future
My most recent travel journey took me to Rwanda, a small country in eastern Africa...
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