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2020 Medicare: What you need to know

By Melissa Joy, CFP®, CDFA® / August 26, 2019

Whether you’re nearing age 65 or planning for annual Medicare enrollment, we have an informative video to share with you. Melissa has a conversation with Medicare guru Joanne Giardini-Russell of […]

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Top Open Enrollment Mistakes & How to Avoid Them!

By Melissa Joy, CFP®, CDFA® / November 1, 2018

Open enrollment is a once-a-year window where employees with benefits get the opportunity to sign up for the benefits for the following year. We’re in the heart of open enrollment […]

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