Client Articles
July 14, 2025
When Should You Take Social Security? It Depends.
In this article, Head of Wealth Planning, Victoria Bogner, explores the key factors that influence the right time to claim Social Security benefits.
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August 14, 2023
Navigating the Maze of Financial Decisions: The Fascinating World of Behavioral Finance
Written by Victoria Bogner, CFP®, CFA®, AIF® When it comes to financial planning, understanding the human psyche is as crucial as grasping complex …
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August 07, 2023
Safeguard Your Credit for Free: Unleashing the Power of Credit Freezing and Fraud Alerts
Written by Victoria Bogner, CFP®, CFA®, AIF® Protecting your credit has never been more important in today's rapidly evolving digital landscape. The …
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