Financial Advisory in the Information Age (1Q22 Quarterly Newsletter)
Can Google be your Financial Planner? We argue that its relationship building and nuance that give us the edge.
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Sep 15, 20205 min
Using a Health Savings Account for Retirement (Mid-3Q20 Newsletter)
Even as the world continues to experience unprecedented change, we are focused on our corporate mission: working with our clients to help th
Jun 18, 20205 min
Back to Basics: A Review of the SECURE Act (Mid-2Q20 Newsletter)
Back to Basics: A Review of the SECURE Act. The SECURE Act, an act responsible for major changes to financial planning options.
Mar 26, 20206 min
The CARES Act: What is it and how could it affect our lives? (E-blast)
March 26, 2020 Over the past few weeks the COVID-19 epidemic has resulted in an unprecedented change in our financial lives, personal...
Jul 15, 20189 min
What Are Your Financial Objectives? A More Subtle Question Than It First Appears (3Q18 Newsletter)
July 15, 2018 To: Customers & Friends From: Christopher Weil & Company, Inc. Money is a good servant but a bad master. If we assume that...
Jun 15, 20188 min
2017 Saw the Biggest Tax Code Changes in 30 Years. Do You Know What To Expect? (Mid2Q18 Newsletter)
June 15, 2018 A Word from the Editor by Kit-Victoria (Weil) Wells – Culture & Communications Officer Since 1998, clients, friends, and...
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