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Personal Finance

The U.S Presidential Cycle and the Stock Market

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Personal Finance

Why Do Stocks Soar While the Economy Slumps?

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Estate Planning

How to Choose an Executor for Your Estate

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Financial Product Reviews, Personal Finance

Eight Things to Know About the Roth IRA

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Tax Planning

3 Ways to Prepare Your Investments for Potential Tax Hikes

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Social Security

3 Things Most Pre-Retirees Don’t Know About Social…

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Can Your Retirement Hold Up Against the Pandemic? Free 30-Minute Workshop

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Estate Planning

Have You Discussed Your Estate Plan With Your Family?…

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Estate Planning, Tax Planning

Three Ways to Give Your Home to Your Favorite Child

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Investment Strategies

Don’t Have a Roth IRA? It’s Never Too Late to Convert

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Social Security

Born on or Before January 1, 1954? You May Be Able to…

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Investment Strategies, Tax Planning

Qualified Charitable Distributions: The Triple Threat You…

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Tax Planning

Key Tax Planning Considerations for Retirees and Those Close to Retirement

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