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The 50/30/20 Approach to Budgeting

By Natalie Hayes Schmook, MBA, CFP, CVA Every day, I work with high-income ODs who want to create a meaningful nest egg and build wealth...

WOLC 2022 Photo Gallery

Have photos of the event you'd like to share? Email us at kbazzy@jobson.com or mbijlefeld@jobson.com.  

Investing 201- Types of Investment Vehicles

By Natalie Hayes Schmook, MBA, CFP, CVA We recently discussed what underlying stock investments look like. Let’s look at the types of instruments you can...

Student Loan Forgiveness for ODs

By Natalie Hayes Schmook, MBA, CFP, CVA Political opinions aside, this week's announcement on student loan forgiveness was a big one, and affects a lot...
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