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Sara's Posts

Prior-year contributions to an IRA: Maximizing your savings potential

The new year is upon us, and that may have you considering making some last-minute money moves.

Investment management 101: Account options for long-term financial planning

Are you trying to save up for the retirement of your dreams, or maybe even to start your own business?

Estate settlement with First National Wealth Management: Peace of mind and local expertise

When the words “wealth management” come to mind, estate settlement is one of the services most often overlooked.