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These tax-tips, articles and videos are arranged by subject. They are the result of years of specialized research and practice. Our goal is to enhance your understanding, not replace your advisor’s personal counsel.  Give us a call or contact us by email. We’re always glad to direct you or schedule more in-depth conversations.

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Ministers Unique Retirement Opportunities

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What the Clergy Advantage 403b can do

The Clergy Advantage 403(b) is more than a retirement account.

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Churches & Setting Up and Managing Retirement Plans.

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Real Risk vs Volatility

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Successful Investing with Confidence

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Don’t Lose Housing Allowance at Retirement

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