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  • Author: Chris Chen CFP

Financial Planning, Investment Planning, Retirement Planning, Tax Planning

Seven Year End Wealth Opportunities

As we come close to the end of the year, you still have time ...

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Divorce Planning, Financial Planning, Retirement Planning

Should Your Spouse Join You in a Divorce Workshop?

Should Your Spouse Join You in a Divorce Workshop? As a Financial Planner, I ...

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Financial Planning, Retirement Planning

How You Can Plan to Pay for Long Term Care

Introduction For many of us, LTC may well end up as the single most ...

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Divorce Planning, Financial Planning, Retirement Planning, Tax Planning

Should you value your pension?

[thrive_headline_focus title=”Should You Value Your Pension?” orientation=”left”] Jill came to our office for post-divorce ...

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Financial Planning, Investment Planning

What is Bitcoin, exactly?

[thrive_headline_focus title=”What is Bitcoin, exactly?” orientation=”left”] What is Bitcoin? Bitcoin is a cryptographic protocol ...

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Divorce Planning, Retirement Planning

How Can Divorced Women Claim Social Security?

[thrive_headline_focus title=”How Can Divorced Women Claim Social Security?” orientation=”left”] When the Social Security Act ...

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