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Blog

Our blog can be an invaluable piece of your financial planning puzzle. It’s yet another way for us to share information and advice that will help you feel more confident. We’ll also announce our live events here.

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Sifting Through the Noise – September 2024

Big News!!! On June 24th, 2024 my wife and I welcomed our beautiful twin girls, Blake and Ainsley, into this world. Mom and babies are all healthy and doing well… Read Article

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Donate to Support Folds of Honor

AM790 WAEB hosts 15th annual radio-thon : Thursday, 9/5/2024 - Wednesday, 9/11/2024 Folds of Honor provides scholarships to fallen and disabled first responder and service members’ families. Donate via credit… Read Article

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Sifting Through the Noise – April 2024

Happy Spring! Luke’s first T-Ball practice & Logan looking too cool for school! Decisions, Decisions Every day we are faced with hundreds of decisions. Most of them are pretty minor.… Read Article

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Support Elaine Zelker and the Leukemia Lymphoma Society – Visionaries of the Year

We're so honored to support our dear friend, Elaine Zelker, and her efforts to raise funds for the Leukemia Lymphoma Society during the Visionaries of the Year campaign for 2024.… Read Article

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March Q&A

Has My Advisor Led Me Astray? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode of More than Money! Learn from financial Q&A sessions filled… Read Article

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February Q&A

How Do I Know You're REALLY A Fiduciary? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode of More than Money! Learn from financial Q&A… Read Article

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January Q&A

I Have Anxiety Over Managing Our Finances Alone... Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode of More than Money! Learn from financial Q&A… Read Article

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Merry Christmas! And a Healthy, Happy, Prosperous 2024!

From our More than Money family to yours, we wish you the Merriest Christmas season and a healthy, happy, prosperous New Year. You may be a client we serve in… Read Article

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Sifting Through the Noise – December 2023

Focus On What You Can Control Looking ahead into 2024, I would encourage all of you to consider spending more time focusing on what you can control and less time… Read Article

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Invest in You – Holiday Hope Chests 2023!

Invest in You ladies know how to get things done!! We can't thank everyone enough for coming out to our Holiday Hope Chests event on Wednesday night. We packed 115… Read Article

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