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Taking Control

Dec 18, 2025

Dana and Brad discuss the things that you can control during a volatile market and how to protect yourself against the things that you can’t.

  • It’s a difficult discussion, but having your will updated ensures your assets are distributed according to your exact wishes.
  • Inflation is a silent “stealth tax.” You won’t always see it, but your wallet will feel it.
Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan”

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