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November 2020

Inheritance

I Just Received an Inheritance … Now What?

November 25, 2020 | Regina Neenan
You just received an inheritance. What steps should you take next? With the right approach to processing and planning, then putting your plan into action, you can create not only an inheritance plan — but also a strategy that allows you to continue a legacy of giving.
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Financial Planning Create Your Holiday 2020 Survival Guide

Financial Planning: Create Your Holiday 2020 Survival Guide

November 18, 2020 | Jason Speciner
Are you ready for the holidays? Now is the perfect time to start preparing if you haven’t already. From doing the numbers on your budget to making your list and checking it twice, your financial plan can guide your survival this holiday season.
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Better Budgeting: Create a Cash-Flow Plan You'll Stick To

You’re Invited: Join the Webinar and Create Your D.R.E.A.M. Budget!

November 11, 2020 | Regina Neenan
Ready to be more intentional with your spending? Join our webinar and create your D.R.E.A.M. budget with cash-flow expert Nick True! Learn about Nick, get webinar details, and find the registration link inside.
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