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Albion Financial Group Conference Call Replay

From November 16th, 2021 To watch the Zoom video recording, please click on the below button: To listen to the audio only version, please click play below: Skip to a section of the call: 00:02:27 – John Bird 00:07:54 – Albion’s ESG Portfolio offering 00:12:28 – Jason Ware on the Economy & Markets in 2021 […]

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2021 Planning Guide: What You Need to Know

A quick reference for tax rates, savings and retirement contributions, college savings strategies, as well as Social Security and Medicare information.

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Planners’ Corner – August 20, 2020

Should I refinance?

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Planners’ Corner – May 15, 2020

Pandemic edition.

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2020 Planning Guide: What you need to know

A quick reference for tax rates, savings and retirement contributions, college savings strategies, as well as Social Security and Medicare information.

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Understanding Employee Stock Options

You’ve worked hard for your employer for several years and been rewarded with options on the company stock. Now stock options make up a large share of your wealth and you’re thinking it’s time to pay more attention. But what are these options worth and how should they be handled? As employers have grown more […]

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Averting Financial Disaster – What You Need to Know

What financial steps should be taken to be prepared for unforeseeable disasters?