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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.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor to discuss how Ellenbecker...
EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college....
Anne Mank, CFP®, EIG Wealth Advisor, talks with Sara Reed, Founder of Moonstone Coaching and Consulting about creating and maintaining personal and financial wellness...