When it comes to handling a large inheritance, it's essential to protect your wealth for years to come. Here are 5 steps to consider presented by Laurence Hale, AAMS®, CRPS®. Download our free guide, Smart Strategies to Maximize Generational Wealth, for more valuable tips and steps to make the most of your inheritance!

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What is the best way to SAVE for COLLEGE? 👩‍🎓 

🎙️ Listen in this #National529Day and explore the different college savings programs to help you determine the best approach.  

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🚀 Recent data shows that GDP growth is slowing, but inflation remains constant...

What does that mean for you and your money? Find out in this quick update from 🎙️ Leisl Langevin, CFP® CDFA®. 

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Should you SAVE or INVEST? 🤔

Examine the key factors to help determine the right balance of both on the latest #YouAndYourMoney podcast with Michael Baum, CFP®, RICP®.  

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Why are long-term investors wise to tune out the political noise during election cycles?

Laurence Hale, AAMS®, CRPS® explains. 

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Discussing the topic of MONEY with your KIDS is a necessary step in their growth and development. 🚀 

🎙️ Listen in and learn why...

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💥 After a strong Q1, we dive into the economic drivers behind continued growth, from low unemployment and consumer spending to moderating inflation.

What does that mean for you and your money? Find out in this quick update from Holly Wanegar, CFP®. 🎙️ 

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The stock market is off to a TREMENDOUS start in 2024... 

BUT, rebalancing portfolios on a regular basis—during good times and bad—is key 🔑

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OWE TAXES? 🏦
See how you can keep more money in your own pocket with valuable insights from Jim Zahansky, AWMA®.

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Want to LIMIT TAXES while INVESTING 💸 for the future?

Jim Zahansky, AWMA® explains how in the latest #YouAndYourMoney podcast. 👉 

#PlanInvestLiveWell #taxsavvy 
#taxplanning #investing

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