Retirement

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The ABC’s Of Social Security & Medicare: Webinar Recap

By Melissa Joy, CFP®, CDFA® / October 10, 2019

Our September webinar focused on a Social Security & Medicare. The presentation covered topics including when to start collecting benefits, early vs. delayed filing, cumulative benefits over time, and questions […]

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Actionable Steps for Taxes

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

Tax Season Wrap-Up: Act Now to be Prepared for 2019 You’ve filed your taxes, or at least paid what you owe, but take a few extra steps to wrap up […]

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