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Three Things You Should Know About 529 Plans

By Natalie Hayes Schmook, MBA, CFP, CVA If you are an optometric professional who has children, chances are you’ve heard of 529 plans as a...

The 1% Trick That Will 100% Help Your Retirement Goals

By Natalie Hayes Schmook, MBA, CFP, CVA January means a new year, and I want to share with you the easiest New Year’s resolution that...
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