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Caterina Holt
700 Terrace Point Dr
Ste 400
Muskegon, MI 49440-1193
T: 231.722.1176
D: 231.722.5612
F: 231.722.1923
TF: 800.937.6639
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Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
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Retirement & Longevity
Who should you choose to execute your estate?
When selecting a personal representative to carry out the terms of your will, consider the role's many responsibilities.
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Estate & Giving
Is an owner-only 401(k) right for you?
How to determine if this unique retirement vehicle makes sense.
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Business Ownership
Don't sleep on these nighttime spectacles and experiences
From total eclipses to swirling auroras, a world of magic awaits behind our dark skies.
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Family & Lifestyle
Pay perks: What we can all learn from executive compensation
Managing earnings tax efficiently may be as important as the compensation package itself.
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Business Ownership
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