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Let's Build a Strategy For You

December Newsletter

 

LET'S BUILD A STRATEGY FOR YOU

December 2020

 

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Spreading Generosity

Americans gave almost $450 billion to charity in 2019. Here are the recipients of this generosity.

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Five Tips to Regain Your Retirement Savings Focus in 2021

Before the start of the new year, why not take some time to review your retirement savings strategy? These tips will help.

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Sharing Your Money Values Can Be Part of Your Legacy

Even if your family isn't quite ready to have a formal conversation about your financial legacy, you can still lay the groundwork for the future by identifying and sharing your money values.

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How to Help Maintain a High Credit Score

Remember these tips to help maintain your credit score throughout the holiday season.

 

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