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With year-end near, let me help you gain clarity and confidence through planning. Contact me for actionable wealth planning tips for the end of the year, including gifting, insurance and philanthropic strategies.
More than 53 million family caregivers provide unpaid care. Being a #familycaregiver is perhaps one of the most rewarding #unpaid jobs someone can have. If you're a #Caregiver, I'm here to tell you that you are not alone, you are loved and this month we're celebrating you! #NFCM #CaregivingAroundTheClock #CaregivingHappens
Did you know that scams are rampant in the U.S. during the holiday season? It pays to keep an eye on credit card statements and shipping notifications, as well as keeping a healthy dose of skepticism about deals that seem too good to be real.