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Additional Resources

  • Small Business Owner

    10 Tips for Small Biz Owners

    July 1, 2020
    Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise. Here are 10 tips to follow in weighing a small business owner’s financial plan.
    Download PDFRead Online

  • Private Foundations - Beyond Traditional Charitable Giving

    June 17, 2020
    For many affluent individuals, occasional gifts to a favorite charity may satisfy their charitable inclinations. For some individuals, philanthropy is a far more serious endeavor, and a private foundation can be an ideal mechanism for managing a large, continuous charitable giving program.
    Download PDFRead Online

  • ABC's of Investing for College

    June 17, 2020
    Regardless of your planning horizon, a well-diversified portfolio will help you spread your investment risk. As your child nears college age, consider reducing your stock holdings and shifting the funds into short-term bonds or fixed-income securities that will mature when tuition is due.
    Download PDFRead Online
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