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New Year, New Goals


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Ken and Dave talk about setting financial goals and how they relate to the most important people in your life like family and loved ones. They also share their definitions of legacy and how it plays a role both personally and financially. PPG - 8677104.1 (12/25) (exp. 12/30)

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Overtime EarningsBy Ken Handy and David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®