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How Can You Help Your Parents Organize Their Finances and Estate Plan? with Joe Patterson, CFP®, and David Nienaber, MBA, CPA, CFP®

How Can You Help Your Parents Organize Their Finances and Estate Plan? with Joe Patterson, CFP®, and David Nienaber, MBA, CPA, CFP® Read More

Should You Act on Financial Advice From Friends and Family? with Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®

Should You Act on Financial Advice From Friends and Family? with Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP® Read More

Why Is Downsizing Not Always the Right Choice for Retirees? with Joe Patterson, CFP®, and David J. Nienaber, MBA, CPA, CFP®

Why Is Downsizing Not Always the Right Choice for Retirees? with Joe Patterson, CFP®, and David J. Nienaber, MBA, CPA, CFP® Read More

Mark Motley, MBA, CFA, Quoted in Cincinnati Business Courier on P&G’s Price Increases, Tariff Impact, and Earnings Outlook

Mark Motley, MBA, CFA, Quoted in Cincinnati Business Courier on P&G’s Price Increases, Tariff Impact, and Earnings Outlook Read More