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Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Private Client Services
About
Why Us?
Our Process
Our Story
Our Team
FAQs
Speaking Engagements
Accolades
Testimonials
Insights
Hear From Michael
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Books
Tools
Risk Survey
Retirement Readiness Quiz
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
SECURE Act RMD Calculator
College Readiness Quiz
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Blog
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Jessica Golson
Posted on September 8, 2017
Financial Advice I Share with My Children
Posted on August 30, 2017
Eclipse Planning
Posted on August 28, 2017
Winning the Lottery vs Investing: What Are Your Odds?
Posted on August 28, 2017
Fees or Foes
Posted on July 31, 2017
How to Avoid the Top 3 Financial Fears in Retirement
Posted on June 29, 2017
Three Reasons to Consider Active Management
Posted on June 26, 2017
My Best Piece of Financial Advice for Women
Posted on June 19, 2017
What is goals-based planning?
Posted on June 13, 2017
Teaching Your Kids About History
Posted on June 5, 2017
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