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Tag: Financial Plan ()

052: Asset Allocation Strategies That Work!

Patti continues her conversation with one of Key Financials’ Portfolio Managers, Sam Baez, and they discuss asset allocations that work best for their clients.

Posted 08/28/2020 10:00 AM

050: THE ONE Strategy to Implement When Young

In this episode, Patti reveals one simple action done in your 20’s that will amass almost $800k by retirement.

Posted 07/31/2020 10:00 AM