New Beginnings in 2022!
The end of the year can be such an emotional time of year for all of us! Whether it was your best year or you’re thankful it’s over 2021...
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- Jul 29, 2021
Financial Wellness: the Fourth Destination on our Road Map: Are You Ready?
Last week, we met up once again with Jim Curran from Cape Cod 5. For this seminar, Jim introduced us to Joseph Hawley - Vice President,...
- May 11, 2021
Stop #3 on Our Financial Road Map: Investments and Financial Goal Setting
For our third installment of our path to Finding Financial Wellness with Cape Cod 5, Jim introduced us to Kimberly Williams, Vice...