jlee@monetagroup.com
(314) 798-6945
Jackie Lee
Family Office Specialist
Insights & News
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Ask the CFP®: What’s the Electric Vehicle (EV) Tax Credit?
Welcome to this month’s Ask the CFP®! Today we are going to be discussing Electric Vehicle Tax Credits. Electric vehicles…
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How We Navigate Financial Planning in an Election Year: Key Insights and Strategies
Private air travel has long been a symbol of luxury and convenience, offering an unparalleled travel experience. Understanding the various…
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Building a Bridge to Your Successful Future
Planning for a successful future often takes years. And even the most forward-thinking plans often encounter unexpected obstacles that can…