Videos

Wise Counsel Weekly: College Financial Funding

On this webinar, Bob Huntley, Senior Wealth Advisor & Founder, and Amanda Anthony, Assistant Director of Financial Aid at Southwestern University in Georgetown, discuss important topics regarding College Financial Aid.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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