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Media & Materials for Clients

Please click on the links below to view videos:

Roth IRA & 401k Thumbnail

Roth IRA & 401k

We LOVE Roth!!! Such a great tax smart investing vehicle. We investigate how the Roth works and what it can earn over decades of investing. This episode has something in it for everyone, especially investors who want tax free growth!

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Why We Do Taxes Thumbnail

Why We Do Taxes

Learn about how and why clients benefit from tax planning and preparation in the context of financial planning.

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