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Life Insurance Month
Since the establishment of Life Insurance Month in 2004, September has become a key time in highlighting the importance of life insurance and how it can provide financial stability to…
Market Highlights from Our Trusted Partner The Concord Advisory Group, Ltd.
The Foundation utilizes Concord Advisory Group as our trusted partner for investment management services. The Foundation’s investment programs serve our partner organizations to provide annual income and financial wellness and…
All-Encompassing and All-Embracing Financial Planning
All-Encompassing and All-Embracing Financial Planning Key elements of financial planning: What is often missing in these elements is philanthropic planning. Financial planning can focus only on the growth of assets…