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All Resources

The ABCs (and Ds) of Medicare

Healthcare costs are a major concern in retirement, but Medicare can help. With nearly 97% of seniors covered by Medicare, understanding your options is crucial whether you’re already retired, planning ahead, or helping family members. This informative video...

Minimizing Unexpected Taxes

Minimizing Unexpected Taxes

Mutual funds often spin off a significant amount of dividends and capital gains at the end of the year, causing unexpected tax problems. What can you do to mitigate the impact of these distributions on your finances? On this podcast we will walk you through your...

2021 Q4 Market Commentary

2021 Q4 Market Commentary

period ending December 31, 2021 The Tug-of-War Between Growth and Inflation: Which Will Win? In every economic period there are a myriad of forces that pull the market in different directions. As we begin 2022 the most significant forces are corporate earnings...

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