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& Long Term Care

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Financial Planning

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We provide the team and processes you need to be a successful steward of your wealth.

Mindful Finance
Resources

Author: Solomon Halpern

Mindfulness: Creating Fertile Ground for Good Outcomes

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snow covered mountains

Mindful Finance—the Backbone of Our Advising Strategy

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Investing the MIFI Wealth Way

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Values Aligned Investing

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Towards a Better Future Part II – Women and Finance

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sea turtle

Towards a Better Future – Values Investing

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Politics

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The Secular Bear Market Revisited

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couple on hike of a lifetime

Cash Value Life Insurance?

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The Long Road to Nowhere & Devaluation

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