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Jamie Williams, CFP®, EIG Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the 2024 year and recent market highlights. They also cover current housing interest rates, fixed income investing, and current equity market levels plus the importance of tax planning and cash flow considerations.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jamie Shibley, CEO and Founding Partner of The Expressory, about different ways that businesses can...
Julie Ellenbecker-Lipsky, CFP®, is joined by Susan Hansen, Collaborative Lawyer and Mediator with Hansen & Hildebrand, S.C., to discuss the differences between traditional divorce,...
Heather Deaton, EIG Wealth Advisor, speaks with Khaleel Ali, Edvest College Savings Consultant, about 529 Savings plans; how they work, why to use them...