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Our office mascot, Gypsy, is ready for summer fun!

June 23, 2010 admin No comments

Just for fun none

In the “Dummies” book, Tip #60 gives Retirement Plan Catch Up Provisions

June 10, 2010 admin No comments

Investing in an Uncertain EconomyCOVER

Tip#60 Retirement Plan Catch Up Provisions

Financial Notes and News, good information none

We are including some previously published information from the “Dummies” Book that Brooke contributed to. Good Retirement Reference Info!

June 10, 2010 admin No comments

Investing in an Uncertain Economy Cover

Tip #74 Understanding your Retirement Plan

Financial Notes and News, good information none

Our Office Location…Nice!

April 27, 2010 admin No comments

Financial Notes and News, good information Avila Beach, the spot to be for Financial Planning!

Hello world!

January 29, 2010 admin 1 comment

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

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Time to do some financial planning!