A woman wearing glasses and clapping her hands.
Cash Flow and Budgeting
Lia Bertelson

Let’s talk about the B-word

…the part of financial planning that everyone dreads, no matter their income. This week I received an email from a client with some answers to

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A woman sitting on the ground in front of a boston marathon sign.
Uncategorized
Lia Bertelson

Melissa finishes the Boston Marathon!

Huge congratulations to our Client Relations Administrator, Melissa Land, for running the Boston Marathon.  We are so proud of you, Melissa!  Melissa trained hard for

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