Latest Posts

Smarter You : Tax Planning

by Brandon Miller on Sep 30, 2024

Categories Tax Planning
Click to view Jamie's presentation, that covers the ins and outs of Tax Planning! We'll see you at our next Smarter You...

Smarter You - Medicare

by Brandon Miller on Nov 13, 2023

Categories Medicare
It’s open enrollment season for Medicare which means it is as good a time as any to review your coverage or consider...

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