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Playing the long game

March 31, 2023 |Portfolio Advisor – Winter 2023

While bear markets are tough to sit through, missing the post-bear market bounce by standing on the sidelines is an avoidable – and often costly – mistake.

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Do you have a trusted contact person?

March 29, 2023 |Leanne Kaufman

Learn the difference between a trusted contact person and power of attorney, and why you should have both.

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Leanne Kaufman, Matter beyond wealth

Those with special needs, need special planning

March 15, 2023 |Leanne Kaufman

Financial planning is essential for those with special needs to ensure they are cared for, during the parent's lifetime and beyond.

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How family dynamics can impact your estate plan

March 02, 2023 |Leanne Kaufman

Learn why your family dynamics are important when choosing an executor, passing down belongings and more

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