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Downtown Office

101 N Main St, Suite B (rear)
Bluffton, OH 45817

Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. 

Featured Content

Saving for College 101

Here’s a crash course on saving for college.
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Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.
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Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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