by David Schaeffer | Oct 26, 2017 | Uncategorized
Success Story October 2017 By David S Edge [spacer height=”10px”] Discovering a Refund!!! [spacer height=”10px”] Ben and Mary were in our office, and they were in a panic! They had waited until the last minute to find out what they needed to do...
by David Schaeffer | Oct 24, 2017 | Uncategorized
Why Am I Me October 2017 Pot Luck? [spacer height=”10px”] By David S Edge [spacer height=”10px”] We’ve all probably attended a potluck dinner; get together, family reunion, ball game, tailgate, or some combination of these types of events....
by David Schaeffer | Oct 19, 2017 | Uncategorized
Health Tip October 2017 Protecting yourself from the common cold!!! [spacer height=”10px”] By Sharon Cobert-Groves [spacer height=”05px”] Flu Shots [spacer height=”05px”] Everyone should get a flu shot, but especially if you...
by David Schaeffer | Oct 12, 2017 | Uncategorized
Financial Tip of The Month October 2017 Pesky Fees! Why am I Paying Them? [spacer height=”05px”] By David S Edge [spacer height=”10px”] Clients are often amazed when we assist them with a new retirement income plan. Many times there are reduced...
by David Schaeffer | Oct 10, 2017 | Uncategorized
Another October October 2017 By David S Edge [spacer height=”10px”] You think you know October? Well, did you know…… [spacer height=”05px”] Ok, we can give you a mulligan on the first thing that pops into your head. Halloween of course! We will...