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Joined November 2015
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19 Apr 2021
If you've ever wondered, "Why does the government spend huge sums of money during economic crises?" Look no further!
youtube.com/watch?v=p-DUHTdn…
Episode 68: The Fiscal Stimulus is now available to WATCH!
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13 Jun 2024
Welcoming our summer interns: Carly Miller, Billy Breslin, Brynn Zebrowski and Tommy Czarzasty. We are looking forward to a great summer!
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31 May 2024
Tune in to the latest Patti Brennan Show Featuring Sam Baez! Link below, or anywhere you listen to your podcasts:
keyfinancialinc.com/podcast/…
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29 May 2024
In honor of Memorial Day Weekend, We honor the brave men and women who have selflessly served our country, protecting our freedom and way of life. Your courage and dedication are deeply appreciated and never forgotten.
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24 May 2024
The "Shark Tank" star says she worked almost two dozen jobs before turning 23. advisorstream.com/read/take-…
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23 May 2024
There are serious reasons for having a laugh on the job. advisorstream.com/read/the-c…
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22 May 2024
While 2026 may seem way too far away to start worrying, if clients wait too long, they ultimately may miss out on utilizing the highest exemption amounts in U.S. history. advisorstream.com/read/forbe…
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10 May 2024
When in doubt: automate your savings, NOT your subscriptions! advisorstream.com/read/forbe…
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10 May 2024
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8 May 2024
Most schools don’t have a financial planning curriculum. The burden of teaching financial literacy is left to parents. Imparting the below money tips to children starting at a young age can drastically change the child’s relationshi advisorstream.com/read/forbe…
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3 May 2024
Under new rules, people with tax-deferred retirement accounts must beginning taking required minimum distributions at age 73. advisorstream.com/read/the-r…
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3 May 2024
youtu.be/h08B4lL2q7w
Ep 149. Pouring Passion: From Corporate Success to Vineyard Ventures is now LIVE on our youtube channel and Key Financial website!
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1 May 2024
Fake recruiters using sophisticated techniques lure in college students and new graduates. advisorstream.com/read/new-j…
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26 Apr 2024
When considering the mechanics of football, it’s not uncommon to draw parallels between the dynamics of the game and the principles of proper financial planning. advisorstream.com/read/forbe…
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22 Apr 2024
What is the best way to make your donations to charity? Use two tactics – “tax bunching” and a donor advised gift fund. advisorstream.com/read/forbe…
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17 Apr 2024
And lastly, adding to this list: Automate your savings! Convenience is your best friend when it comes to saving habits. Set it, & forget it! advisorstream.com/read/forbe…
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5 Apr 2024
🎙 Exciting news! In today’s episode, Patti Brennan welcomes Josh Owen to discuss nonqualified deferred compensation plans, a powerful tool for CEOs to recruit, retain, and reward top executives. Listen now: [youtu.be/myd7ydL4zCQ] #PodcastRelease #ExecutiveCompensation
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5 Apr 2024
Huge congrats to our CEO Patti Brennan, CFP & team! Forbes named Patti one of the Top 250 Wealth Advisors in 2024! 🌟 This recognition reflects our collective dedication to clients' financial success. Let's celebrate this win together! 🎉 #ForbesTop250 #TeamSuccess
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29 Mar 2024
Resilient corporate profits, enthusiasm around AI and hopes that the Fed will cut rates have given investors plenty of reasons to keep on buying. advisorstream.com/read/the-s…
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