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    Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
    • Jul 27
    Wealth Transfer

    How Much Money Is Enough?

    Brenden Leese, CFP®
    • Jul 20
    Wealth Redefined

    Students Now Less Likely To Be Penalized for Grandparent 529s

    Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
    • Jun 15
    Wealth Redefined

    Downsizing on Your Own Terms

    Brenden Leese, CFP®
    • Apr 13
    Wealth Transfer

    College Saving Considerations

    Ryan M. Vogel, CFP®
    • Jan 5
    Wealth Protection

    Intra-Family Loans and Other Advantages of Keeping Money in the Family

    Novi Wealth Partners
    • Dec 30, 2021
    Wealth Redefined

    A Year In Review: Top Novi Blogs of 2021

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