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Join financial advisor Paul Peeler as he discusses the invisible side of caring for a child or loved one with a severe mental illness. We cover often-overlooked aspects of…

You are not a financial proctologist BUT you need to have accurate expenses to have accurate projections. Unfortunately, many clients struggle to track their spending. As a result…

Advisors are becoming increasingly aware of the importance in understanding not only a client’s financial situation, but also how their aspirations and values tie into their…

This premarital financial counseling training class is designed for financial advisors who want to help couples navigate the complex world of money management before they get…

Anyone alive in 2030 can expect to live to age 100 and beyond, thanks to coming innovations in medical technology. Your clients will not only live longer than any previous…