Insight

Steve Lear | Sep 14, 2017

5 Tips to Help Your College Bound Child be Money Smart

College Planning

That day has finally arrived – the day you drop off your child at college.

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Steve Lear | Jun 20, 2017

Legacy Planning Part III

Estate & Legacy Planning

This is the third installment in a three part series about legacy planning.

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Steve Lear | Mar 15, 2017

Legacy Planning Pt. 2 - Ethical Wills

Estate & Legacy Planning

The idea behind the series is to introduce legacy planning and explain why we feel it is a valuable component of any estate or financial plan.

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Steve Lear | Dec 28, 2016

Legacy Planning — The overlooked tool for leaving more than you thought possible

Estate & Legacy Planning

This is the first in a series of articles about legacy planning.

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