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Sheila Harbison

Administrative Assistant

Recent Articles
Vacation on your 401(k)? It could cost you.

It’s time! Months, maybe years, of planning have led to this moment: the family is…

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Don’t consider yourself wealthy? A trust might still make sense for you.

Clients often ask, “How do I decide if I need a trust instead of simply…

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It’s easy to switch your account to us…and here’s why you should

There’s a reason people dislike switching bank accounts. It seems like a big hassle. You…

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