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Understanding IRMAA Tax: Mitigating Medicare Premium Increases for Newly Retired Individuals

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Your Year-End Financial Planning Checklist for 2023

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Everything You Need To Know About Trusts

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Optimizing Cash Management With Bond Ladder Strategy

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How to Ensure That You Are Financially Prepared for an Emergency

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Wedding Financial Tips: a Survival Guide

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A Midyear Check-In with Your Financial Advisor

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What is Dollar-Cost Averaging vs. Lump Sum Investing

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Has my Risk Tolerance Changed?

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The Art of Retirement

Written to serve as an inspirational retirement planning guide, The Art of Retirement is meant to help you along life’s journey by exploring the story of Michelangelo’s life and art as a parable to show you how you can create your own life’s masterpiece. All profits from book sales go directly to charity.