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    Brenden Leese, CFP®
    • Nov 9
    Wealth Protection

    College Saving Amid 529 Declines

    Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
    • Aug 17
    Wealth Redefined

    Tips for Coping with Record High Gas Prices

    Brenden Leese, CFP®
    • Jul 20
    Wealth Redefined

    Students Now Less Likely To Be Penalized for Grandparent 529s

    Brenden Leese, CFP®
    • Feb 23
    Wealth Redefined

    High Earner, Not Rich Yet?

    Brenden Leese, CFP®
    • Dec 14, 2021
    Wealth Protection

    Do Health Savings Accounts Make Sense for You (and Your Adult Children)?

    Ryan M. Vogel, CFP®
    • Jun 23, 2021
    Wealth Transfer

    What I’m Trying to Teach My Children About Money

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