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Business Succession Planning How to RETIRE as a BUSINESS OWNER https://drexelandco.com/wp-content/uploads/2024/12/grandma-w-teen.mp4 Developing a comprehensive business succession plan is essential for ensuring a
Investment Management Are Index Funds the best? https://drexelandco.com/wp-content/uploads/2025/01/market-data.mp4 What are Index Funds: A Historical Perspective Index funds originated as tools to measure
RetirEment planning https://drexelandco.com/wp-content/uploads/2024/12/watergrandmadaughter.mp4 Before you file, learn how to max out Social Security. Maximizing your Social Security benefits requires strategic planning and
Charitable Gift Planning Charitable Remainder Trusts: How They Work and Their Advantages https://drexelandco.com/wp-content/uploads/2025/01/setting-up-a-chess-board.mp4 A Charitable Remainder Trust (CRT) is an irrevocable trust
Tax Strategies/ Estate planning DEATH TAXES! https://drexelandco.com/wp-content/uploads/2024/12/death-tax-website-vid.mp4 Understanding the Death Tax: History, Strategies, and Future Outlook At Drexel and Co. Financial Planning,
Investment Management FINANCIAL ADVISORS HAVE ABANDONED INVESTING PEOPLES MONEY https://drexelandco.com/wp-content/uploads/2025/01/market-data.mp4 In recent years, a notable shift has emerged within the financial advisory
Tax strategies Good Sportsmanship? How to take a Loss. Tax Loss Harvesting https://drexelandco.com/wp-content/uploads/2024/12/Good-sportsmanship.mp4 Good Sportsmanship: How to Take a Loss with Tax
Retirement Planning https://drexelandco.com/wp-content/uploads/2024/12/driving-journey-mountain-range.mp4 How can I retire? Can I Retire? A Holistic Approach to Retirement Planning Retirement is more than a financial
Wealth Planning Foundations How to Lose All Your Money, Assets! https://drexelandco.com/wp-content/uploads/2024/11/3974558-hd_1920_1080_30fps.mp4 A Guide to Thinking About Insurance Want to know the fastest
Tax strategies Understanding Donor-Advised Funds and Their Benefits https://drexelandco.com/wp-content/uploads/2025/01/VOLUNTEER-CHARITY.mp4 In 2016, I earned my Certified Financial Planner (CFP) designation alongside my friend
“ The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind”
T.T. Munger
Having an honest, trusted, and knowledgeable advisor who can help you make smart decisions and create a path to your financial goals is the best way to secure your future and the future of those you care about.
