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2021 MARKET WRAP-UP

IS RELOCATION THE RIGHT MOVE FOR RETIREMENT

THE PRE-RETIREMENT CHECKLIST

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INFLATION AND ASSET PERFORMANCE: CLUES FROM PAST HALF CENTURY

80% OF MEDICARE BENEFICIARIES DON'T KNOW THIS RULE - OR ITS PENALTY

HOW TO PAY FOR LONG-TERM CARE: 8 STRATEGIES

SECURE ACT 2.0 AND YOUR RETIREMENT

SPOUSE BENEFICIARY OF ROTH IRA: MAKE IT MY OWN OR MOVE TO BENEFICIARY ROTH IRA?

3 ESTATE PLANNING TECHNIQUES TO PROTECT SPOUSAL ASSETS

5 SAVVY WAYS AN ANNUITY CAN HELP IN BUILDING & TRANSFERRING WEALTH

MANAGING AN INHERITANCE

RETIREMENT SEEN THROUGH YOUR EYES

WHO IS YOUR TRUSTED CONTACT?

SMART COLA - HOW IT IMPACTS RETIREMENT INCOME

IS IT TIME TO DOWNSIZE YOUR HOME 

5 KEY FACTS TO CLARIFY THE NEW 10-YEAR IRA BENEFICARIES UNDER THE SECURE ACT

THE WHIM OF WALL STREET

THE CALL FOR A MINIMUM GLOBAL CORPORATE TAX

A BUCKET PLAN TO GO WITH YOUR BUCKET LIST

COVID - A YEAR LATER

BUDGET CHECK UP: TAX TIME IS THE RIGHT TIME

MISSING SOCIAL SECURITY BENEFITS - 8 SITUATIONS WHERE YOU CAN FIND MONEY ON THE TABLE

7 STEPS FOR STAYING AHEAD OF SCAMMERS

PERSONAL SAVINGS RATE

2021 TAX PLANNING

5 RETIREMENT MISTAKES SMALL BUSINESS OWNERS MAKEHOME TITLE FRAUD - HOW TO PROTECT YOURSELF

RMDs ARE BACK ON TRACK FOR 2021

5 IRA TAX PLANNING TIPS FOR Q4 2020

RETHINKING LIFE INSUARNCE: 3 REASONS YOUR CLIENT MIGHT NEED IT AGAIN UNDER THE SECURE ACT

CAN YOU CONVERT A CORONAVIRUS-RELATED DISTRIBUTION TO A ROTH IRA?

BEFORE THE ELECTION: 4 SMART PLANNING MOVES TO CONSIDER

ELECTION

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5 KEY BENEFICIARY DEADLINES ADDRESSES IRS NOTICE 2020-51

2020 MARKETS - THE FIRST HALF OF THE YEAR IN NUMBERS 

CARES ACT - WILL THERE BE A PHASE 4?