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Current Financial Topics

Financial Planning Strategies

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Guides readers through estimating a realistic retirement savings target.

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Describes benefits of volunteer travel for personal growth and giving back.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Explains special costs and financial implications of condo ownership.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck