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  • Category: Financial Planning

Divorce Planning, Financial Planning, Retirement Planning

Is a 30% Difference in Retirement Income Fair and Equitable? The Potential Impact of Social Security on Divorced Retirement Income

Social Security and Divorce The complexities of Social Security retirement benefits make it a ...

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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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Financial Planning, Student Loan Planning

New Graduates’ Guide to Paying Off Student Loans

Congratulations on finishing your degree! Now it’s time to study up on the best ...

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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, Student Loan Planning

Ways to pay off Parent PLUS loans

Introduction Young adults are not the only ones saddled with the obligation to pay ...

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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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