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January 2024 Newsletter

January 2024 Newsletter

Happy February!

As winter's grip tightens here in Michigan, we're excited to bring a touch of warmth and positivity to your financial planning journey. This month, our newsletter is infused with the spirit of celebration and sunshine, turning our focus to the brighter aspects of life.

 Let's kick things off by congratulating the University of Michigan on their NCAA Football National Championship!

Additionally, in this month’s newsletter we cover insight on tax planning and our monthly recipe for the ultimate Super Bowl dip.

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January Newsletter

Jan. 2024
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December 2023 Newsletter

Dec. 2023

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