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Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

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Inheriting Money - What to know and how to best utilize an inheritance

 Mar 15, 2023 |Matt Jackson

The great wealth transfer has started and many Millennials will begin to receive inheritances in the next 10 years. Here is a guide to get you thinking about what to expect and how to best utilize an inheritance to get ahead!

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