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How Women Over 40 Can Invest With Confidence
By Nino Pavan, J.D., CFP® More women over 40 are investing in their financial future. A new study from Fidelity shows that seven out of

Maximize Your Southern California Edison Retirement Plan
By Nino Pavan, J.D., CFP® Retirement can last as long as 20 to 30 years. Proper preparation is necessary; without it, you risk outliving your

Your Circle of Trust: Share Our Guidance With Loved Ones
By Nino Pavan, J.D., CFP® The world has become even more unpredictable, and the challenges we’ve all faced recently have had an impact on the

Smart Tax Moves for Wealthy Families in 2025
By Nino Pavan, J.D., CFP® As we enter the first half of 2025, affluent families must navigate a complex tax landscape—with evolving laws and potential
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