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Tax Planning

Three Ways to Maximize Your Charitable Donations Before Year End

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Social Security

Want to Delay Claiming Social Security Benefits But Need…

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Estate Planning

Make Sure Your Finances Will Be Managed Should You Become…

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Investment Strategies

How Can a Recession Change Market Leadership?

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Financial Product Reviews

Should I Buy the Security Benefit Secure Income Annuity?

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Healthcare

Three Ways to Reduce Your Income-Related Monthly Adjustment…

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Investment Strategies

Confirmation Bias, Cognitive Dissonance, and Recency Bias

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Investment Strategies

What is Hindsight Bias and How You Can Keep It From…

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Investment Strategies

Have You Heard About the “Rich Person’s Roth?”

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Healthcare

What You Need to Know About Medicare Open Enrollment

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Tax Planning

Tax-Saving Moves to Consider Before Year End

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Personal Finance, Tax Planning

Why You Should Consider a Roth IRA Conversion Before Year’s End

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