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Getting the Most from Your Financial Advisor

5/16/2023

 
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​When it comes to financial services, we are of the opinion that having a good relationship with your provider matters a great deal.


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Alone Again!

5/15/2023

 
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​​I thought our kids would be under our roof forever.  It seemed like a never-ending stream of carpools, homework, playdates, drivers’ ed, college prep and then……a huge void.  What happened?  Who knew it would feel so empty!  But, if we did our jobs, they leave and venture out on their own.  They are always in our hearts, if not under our roofs!

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  • Home
  • How We Help
    • Investment Management
    • Financial Planning
    • Divorce Planning
    • Retirement Planning
    • Elder care planning
    • FAQ's
  • Our Team
  • My Mosaic
  • Resources
    • Reference Guide
    • Insights
    • Events
    • Newsletters
  • Jenifer's Blog
  • Contact
  • Think Differently