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• Private Wealth Management
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• Meet the Team

Associates

• Michael McLaughlin, CFP®, CRPS®, RICP®
• Monica Lupinetti
• Danielle Deming
• Veronica "Ronni" Yates
• Linda L. McLaughlin
• Walter A. Eife, AIF®, QPFC
• Jonathan Geisler
• James Kirlin
• Joshua Kirkpatrick
• Donna Santoro

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• Inflation: The Sneaky Thief
• How Pre-Tax Contributions Affect Your Paycheck
• 3 Potential Benefits of Dollar-Cost Averaging
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• Tax Reform: Changes for Individuals
• The Pros and Cons of a Big Tax Refund
• Tax Reform: Changes for Businesses
• Going Public: Investing in IPOs
• Wage Growth: Watch for a Tipping Point
• Trade Tariffs
• The Retirement Income Factor
• American Tax Burden
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• Protecting Your Dependents with Life Insurance
• The Value of a Bond
• What Would Happen to Your Estate?
• What Is An Annuity?
• Bringing Up Baby

Quote Requests