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Bay City - 3RE
122 Uptown Dr Unit 401
Bay City, MI 48708-5628
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Fixed Income
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Infographic
Wealth and taxes: The potential benefits of municipal bond investing
Explore fixed-income tools that generate income and infrastructure.
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Markets & Investing
Make your files findable when you leave them to your heirs
Living life and facing death can be liberating – and it doesn’t have to be hard.
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Estate & Giving
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
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Business Ownership
Dollars and sense: Teaching financial literacy early pays off
Discover money lessons that set children up for success.
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Family & Lifestyle
Giving it all away
Billionaires and the not-so-wealthy have pledged to donate the majority of their wealth to causes they value most.
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Estate & Giving
Infographic: Thoughtful tips for a fulfilling retirement
Retirees in the U.S. are expected to live longer than ever before, here are some tips to help you enjoy your golden years to the fullest.
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Retirement & Longevity
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