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Beneficiary Designations Matter



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Zoom Webinar- An Inside Look Into Cybersecurity


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Zombie Subscriptions

September 2024

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Lifetime Gifting

August 2024

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Pension Optimization

July 2024

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Mistakes to Avoid When Receiving an Inheritance
June 2024

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The Importance of Annual Reviews

May 2024

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WHAT ARE SMA'S?

April 2024

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CUSTODIAL ROTH IRA'S

March 2024

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4 EXPENSES OFTEN OVERLOOKED IN RETIREMENT
January 2024

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CHANGING JOBS

November 2023

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WHAT TO DO AFTER DIVORCE?

October 2023

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ARE YOU ON THE RIGHT PATH?

August 2023

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BULL/BEAR MARKET

May 2023

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COST OF WAITING

April 2023

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SECURE ACT 2.0

March 2023

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QCD

December 2022

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ROTH IRA

December 2022

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GENERAL DURABLE POWER OF ATTORNEY
November 2022

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ASSET ALLOCATION

November 2022

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GPM

November 2022

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PAY DOWN DEBT OR SAVE FOR RETIREMENT
October 2022

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4 PERCENT RULE

October 2022

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SECOND OPINION

September 2022

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ROTH IRA CONVERSION

September 2022

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WHAT DOES FINANCIAL INDEPENDENCE MEAN TO YOU?
June 2022

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INFLATION DOESN'T RETIRE WHEN YOU DO
June 2022

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