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What We Do
Financial Planning
Investments
Medicare
Insurance
Taxes
Videos
Financial Planning
Investments
Medicare
Insurance
Taxes
Videos
Who We Serve
Individuals
Families
Businesses
Trusts and Estates
Individuals
Families
Businesses
Trusts and Estates
Who We Are
Partnerships
Partnerships
Trust
Resources
Resources

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THREE HSA MISTAKES TO AVOID

THREE HSA MISTAKES TO AVOID

THREE HSA MISTAKES TO AVOID

There are lots of advantages to an HSA. But you should keep these three potential pitfalls in mind before you decide to open an account:...

Keith Richardson CPA, CFP, PFS

Jan 25, 20222 min read

MAKING SENSE OF MEDICARE PARTS A, B, C, & D

MAKING SENSE OF MEDICARE PARTS A, B, C, & D

MAKING SENSE OF MEDICARE PARTS A, B, C, & D

With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how...

Keith Richardson CPA, CFP, PFS

Sep 28, 20214 min read

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