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The Trusted Advisor

Balancing Sacrifice and Success

Content originally featured in Western NY Physician Magazine - navigate to page 20 to view.
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Highlights of the $1.9 Trillion COVID Relief Bill

With the recent passage of the $1.9 Trillion American Rescue Plan, many Americans will receive...
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Budgeting in the Ongoing Pandemic

The COVID-19 Pandemic has presented countless challenges for our country. Whether you’re a seasoned...
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Celebrating Black History Month

February is a time to come together in celebration of the contributions that Black Americans have...
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A Refresh on the SECURE Act

You may have heard that several points related to the SECURE Act of 2019 have been clarified. As...
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