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Giving Thanks

A Message of Thankfulness from Paul Fain My college freshman son came home for the holiday weekend. As he packed his car to return to campus, I offered him some gas money. “No thanks, I’ll manage,” he responded. I shoved the twenty dollar bill back into my wallet in...

Continuing Wisdom

I am grateful every day that I work in a firm culture that both encourages and supports continuing education at every level. As a financial planning professional, I have specific requirements for continuing education that must be met to maintain my CFP® designation,...


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