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About Us
Individuals
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Recent blog posts
’Tis the Season
Athena Stone, MS, MPAS, CRPC, AIF®
Finances
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Monday, 04 December 2017
Dollar-Cost Averaging
Athena Stone, MS, MPAS, CRPC, AIF®
Investments
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Friday, 01 December 2017
What to do with your First Eagle Fund settlement check
Athena Stone, MS, MPAS, CRPC, AIF®
Finances
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Monday, 20 November 2017
Tax Proposal: What does it mean for you?
Athena Stone, MS, MPAS, CRPC, AIF®
Taxes
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Wednesday, 15 November 2017
2017 3rd Quarter Report
Michael L. Dalton, CPA Retired, CFP
Market Report
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Thursday, 05 October 2017
How to Respond to a Data Breach
Athena Stone, MS, MPAS, CRPC, AIF®
Finances
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Monday, 11 September 2017
Facts About Powers of Attorney
Athena Stone, MS, MPAS, CRPC, AIF®
Finances
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Tuesday, 05 September 2017
Teach Kids About Money: Recommended Books
Athena Stone, MS, MPAS, CRPC, AIF®
Finances
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Wednesday, 16 August 2017
Managing Health Care Costs in Retirement
Athena Stone, MS, MPAS, CRPC, AIF®
Finances
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Monday, 07 August 2017
Quarterly Newsletter: 2017 Second Quarter Report
Michael L. Dalton, CPA Retired, CFP
Market Report
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Thursday, 06 July 2017
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