by Paul Morton, CFP®, ChFC®
Financial Planning for Millennial Physicians, Dentists, Executives, and Business Owners. Registered Representative: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA-SIPC. Investment Advisor Representative: Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. M Advisor is not an affiliate of Cambridge Investment Research.
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🇺🇲
Publishing Since
1/26/2022
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1 available
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April 1, 2025
The memories we give our kids and grandkids provide them with the lens they'll use to view their inheritance - or any gift, for that matter. Vacations are just one of many ways to create memories that shape our lives. Let's explore the impact of taking time for vacations and how this shapes our legacy.
March 25, 2025
How are hobbies connected to your financial plan? Are they actually that important?
February 28, 2025
Learn what "per Stirpes" means, and how it can have a lasting impact on your beneficiaries.
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