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Quint and Daniel discuss insurance policy decisions and how you should go about "breaking up" with your wealth advisor. 
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May 15
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No credit history doesn't have to mean no options. Quint and Allie lay out a game plan for building credit from the ground up. What accounts to open, what habits to build, and how to establish a strong score without falling into debt traps. Hosted by Simplecast, an AdsWizz compan ... Show More
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Gifting Stock and the Tax Considerations
Giving stock to kids sounds simple but you have to be aware of the tax implications. Quint and Logan walk through how the taxes work for kids that have stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of per ... Show More
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