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The Science of Gift Wrapping Explains Why Sloppy is Better

The Science of Gift Wrapping Explains Why Sloppy is Better

They say appearances can be deceiving. In the case of gift giving, they might be right.

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8 Point Year-end Financial Planning Checklist

8 Point Year-end Financial Planning Checklist

The end of the year is when a lot of deadlines come up.  So, as we head to the end of the year, now is a great time to make sure your financial plan is still on track.  And it’s wise to use a checklist to see where you are and what you should do.  Here are eight of the most common and important items to review with your financial advisor:

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