Monthly Emerald Update

Our monthly updates bring you current events, market updates, office happenings, personal announcements and more. Take a moment to watch our our most recent update! Visit our Video Library to watch more of our videos! 

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What Is Financial Planning?

"If you fail to plan, you plan to fail." - Ben Franklin. Watch this video to learn more about financial planning and the steps we take to help you plan and take control of your financial future! Visit our Emerald Economics page to learn more about other topics! 

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Your Spouse Has Passed Away, Now What?

First, you mourn. Everything else can wait while you mourn the death of your spouse. When you feel ready, review our checklist to help you take control of your financial future.

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