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Financial Planning Advocate

First Quarter News for 2021

Now (First Quarter 2021) is the time not to follow the crowd. Current economic indicators are very positive for 2021. First and foremost, no one

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CARES Act: PPP Loans

By Susan M. Tillery Help during the pandemic or a nightmare? It has come to our attention, in the last day and a half, that

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Change Amid the Chaos

By Susan M. Tillery A colleague and friend recently asked me this question: “Do you have any insights, thoughts, or ideas for me during these

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