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  • January 14, 2023

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    by Brian Swilling

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  • January 14, 2023

    2e661b82219ce3202a06dc8387910165

    by Brian Swilling

    cd3702389d120baded2b8e0dad8c3384

    Read More
  • December 13, 2022

    2022 Year-End Tax Checklist

    by Brian Swilling

    With the end of the year quickly approaching, now is the time to review and assess your existing year-end planning and turn your focus to some of the tax provisions that may affect you. The...

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  • September 29, 2022

    Strategies for Retiring Comfortably

    by Brian Swilling

    NaviPath’s mission is to help client’s Navigate their Path to a successful retirement. The following retirement guide is based off years of experience and thousands of hours of client interactions to help you make the...

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  • September 21, 2022

    NaviPath Supports America’s Tooth Fairy

    by Brian Swilling

    Calling all dentists! We are a proud sponsor of the America’s Tooth Fairy 4th Annual Golf Tournament on November 9th at Pine Island CC in Charlotte, NC. You can participate as a player or sponsor...

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  • August 3, 2022

    Why NaviPath?

    by Brian Swilling

    How is the NaviPath team different? Why we are passionate about help clients with all their financial needs and concerns?

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  • July 15, 2022

    How to Retain and Recruit Great Employees

    by Brian Swilling

    Are you concerned or currently struggling to retain and recruit quality employees?  Have the increased salaries put a dent into your bottom line?  Are you ready to learn some best practices to implement today? Here is...

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  • July 15, 2022

    NaviPath’s Dental Team is Growing

    by Brian Swilling

    Exciting news from NaviPath!! Our team is growing and we are expanding our skill set to provide even more value to our clients. Join us in welcoming @Logan Schwartz. Reach out to us if you...

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  • April 21, 2022

    Video: Stressed Over Your Finances?

    by Brian Swilling

    Have you thought about getting your financial house in order but it feels overwhelming? You are not alone. Take some steps to get started today!

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  • April 20, 2022

    StrongHer® Money Panel on May 11th!

    by Brian Swilling

    Do you want to learn how to control your financial life? Do you like learning how other women have learned to be financially fearless? Do you like wine, specialty cocktails, and hors d’oeuvres? RSVP Today...

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