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April 2025 Client Line Newsletter

Misconceptions Holding Young Women Back – on average, women still earn 16% less than men.

Succession Planning – don’t fail to plan wat will happen to your business when you retire.

What To Know About 401(k)s – make sure you understand the basics of 401(k)s so can capitalize on plan options.

April 2025 Client Profile

Diversify Your Investments – learn the differences between mutual funds and exchange-transfer funds (ETFs).

Professional Financial Designations – it’s important to understand the differences between various professional designations.

Client Line Short Bits – tips for consolidating credit card debt.

April 2025 Question and Answer

Is Your Hobby a Business or Is Your Business a Hobby – when does your hobby become a business?

12101 Woodcrest Executive Drive, Suite 300
St. Louis, MO 63141
P: 314-205-2510

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