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Summa Employees Forced to Make Important Financial & Tax Decisions Now
Investment Portfolio, Not Positions
Rethinking Retiree Healthcare Expense Planning
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The Big Beautiful Bill Act Could Change Your Retirement Plan — Here’s How
Over 800 Pages of Taxes: Don’t Worry, We Read It So You Don’t Have To
Cybersecurity and Your Retirement: Protecting What You’ve Built
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Archives: Podcasts
What are Retirees Doing After Poor Market Returns in 2022
January 28, 2023
Secure Act 2.0: Key Impacts on Your Retirement Planning
January 12, 2023
Social Security – Planning Strategies, COLA, and Update
December 21, 2022
Enhancing Your Charitable Giving
December 8, 2022
Overcoming Financial Missteps & The Unknown Unknowns
November 22, 2022
Q4 Check-up & Tax Moves
November 10, 2022
Smartly Using Retirement Accounts to Optimize Your Retirement & Tax Savings
October 27, 2022
Ep 109: Surprising Lessons on Stock Returns and Diversification
October 13, 2022
Ep 108: It’s the End of the World as We Know It, and Why to Feel Fine
September 22, 2022
Ep 107: Red Flags of Investment Fraud
September 8, 2022
Ep 106: Pension Lump Sums – You May Need To Act Now in 2022
August 25, 2022
Ep 105: The Story of Dr. Smith
August 15, 2022
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