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Year-End Planning Strategies

Year-End Planning Strategies

December 2, 2021
Financial Planning
Questions & Answers
Taxes
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Our Two Cents on Bitcoin

Our Two Cents on Bitcoin

November 18, 2021
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Strategies to Reduce Taxes in Retirement

Strategies to Reduce Taxes in Retirement

November 4, 2021
Financial Planning
Taxes
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Quarterly Investment Commentary – Q3 2021

Quarterly Investment Commentary – Q3 2021

October 21, 2021
Economy & Markets
Investing
Investor Behavior
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Medicare: De-mystifying Supplemental Plans

Medicare: De-mystifying Supplemental Plans

October 7, 2021
Financial Planning
Questions & Answers
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1031 Exchange: How to Reduce Taxes When Selling Investment Real Estate

1031 Exchange: How to Reduce Taxes When Selling Investment Real Estate

October 7, 2021
Financial Planning
Questions & Answers
Taxes
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Breaking News – Tax Changes Coming

Breaking News – Tax Changes Coming

September 24, 2021
Financial Planning
Questions & Answers
Taxes
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The Three Pillars of a Fantastic Retirement

The Three Pillars of a Fantastic Retirement

September 2, 2021
Financial Planning
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