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Media & Materials for Clients

Please click on the links below to view videos:

401k Revelations Thumbnail

401k Revelations

Two Fiduciaries reveal some key pointers about how retirement accounts really work for you (or sometimes against you).

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Tax Deductions Thumbnail

Tax Deductions

Tax season is upon us! Two Fiduciaries breakdown tax deductions and get into the details of how you can create a win-win by creating a multi-year tax strategy.

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Money Psychology Thumbnail

Money Psychology

Can you turn 30 cents into hundreds of thousands of dollars? It's not a trick question, it's a behavioral question. Learn how it works in this entertaining video Between Two Fiduciaries!

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