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Guide Change Apps of the Week

Here are three great apps and tech tips related to help you save time, manage money or build social wealth. Magnifier Did you know that...

Each quarter of the calendar year brings its own set of opportunities and threats to your finances. Heading into the 4th quarter of 2021,...

The Surprising Links Between Financial Planning and Health: What every financial advisor should know about the social determinants of health

Getting your financial clients attention is easy when you present these telling numbers. There are a lot of big numbers that impact our...