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7/1/2014  A letter from the president -- July 2014

Rational thinking and the Behavior Gap.


7/1/2014  Goals for Estate Planning

What do you want the effect of your legacy to be?


6/1/2014  Choosing a Retirement Withdrawal Strategy

How do you make your money last during retirement?


5/1/2014  The Heart of the Giver

It's not the amount of the gift that matters -- God cares about the heart of the giver.

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