Eric Swanson

    Senior mother sitting on a couch smiling with her two adult children in a bright living room

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    Ask a Financial Planner: How Can I Give Fairly to the Children in My Life?

    EP Wealth financial planner Emily Sorensen, MS, CFP®, addresses a...

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    What to Do With Your Tax Refund
    What to Do With Your Tax Refund

    As a Certified Financial Planner™, I am often asked by clients, “what’s the best way to use my tax...

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