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Financial Planning

A New Approach For 2024

The New Year is a time for fresh starts and setting goals, but when it comes to financial planning, the resolutions often

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WealthSense

Charitable Gifting

The time between Thanksgiving and New Year’s is when charitable giving becomes top of mind for many individuals. Whether driven by a

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WealthSense

A Message of Gratitude

November brings the last of the leaves falling, shorter days, and the start of the holiday season. Before we all get too

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Strategy

Dollar Cost Averaging

Dollar cost averaging (DCA) is an investment strategy, already built into most 401(k) plans, where you regularly invest a fixed amount of

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WealthSense

Investment Lineup

It’s Monday morning. You’re in your office, and your mind is miles away, running numbers, crunching statistics, and making last-minute adjustments.  It’s

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Resources

The Value of A Trusted Advisor

Merriam-Webster’s dictionary defines trust as the “reliance on the character, ability, strength, or truth of someone or something.” Recently, I met with

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podcast

The Biondo Exchange

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