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4 Oaks Wealth Management

4 More Lessons I Have Learned

I have made it a point over my 20 years as a financial advisor to keep our number of client relationships below 150. I know many advisors have thousands of “relationships.”   That gives them many people to talk at, but...
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4 Lessons I Have Learned

Relationships can be complicated. No matter what type of relationship you are in there will be times of happiness and times of stress.   Stress can either cause a relationship to weaken and break or strengthen and improve. It is just...
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4 Truths About 529 Plans

Given the time of year, when students are graduating and moving on to bigger and better things, college and the overall expense of higher education is top of mind for many. Go to any high school graduation party and you’re...
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