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James Bode

MANAGING PARTNER

    Four Signs You May Be Getting Bad Financial Advice

    People often ask me what makes for a great financial advisor. Honestly, this question doesn’t even excite me because so much has already been said on the topic. “Google it!” I say, and discover for yourself the many, many answers to this question.

    Estate Planning: 6 Ways To Financially Prepare Before You Die

    AI-Generated Summary: The article emphasizes that estate planning is an opportunity, not a burden,...
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