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Newsletter

• January
  HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
  ABLE Accounts for Disability Expenses
  Are Your Designated Heirs Up-to-Date?

Tax Library

Videos

• Do You Know Who Your Beneficiaries Are?
• The Pros and Cons of a Big Tax Refund
• Financial Planning: Helping You See the Big Picture
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• The Basics of Social Security Retirement Benefits
• The Latte Habit
• What Is An Annuity?
• Are Your Investment Decisions Influenced by Emotions?
• Should You Consider a Health Savings Account?
• 6 Reasons to Work with a Financial Professional