2021 

Top 6 Highlights: Coronavirus Stimulus 2.0

American Rescue Plan Act of 2021

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2020

Is It Time To Refinance?

CARES Act - Education Provisions

CARES Act - Relief for Small Businesses

CARES Act - Personal Planning Considerations

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2019 

Solo 401(K)'s for the Self-Employed

Charitable Planning

ABC's of Trusts

Social Security

Retirement Income Planning

Protect Your Assets from a Nursing Home

Required Minimum Distributions

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2018 

Thinking About or Recently Divorced? Be Financially Smart

Essential Strategies for a Successful Retirement

To Trust or Not to Trust?

Optimize your Social Security Benefits

Protect your Assets from a Nursing Home

Prepare your Spouse to be a Widower

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2017 

Strategic Income Tax Planning

Executive and Corporate Benefit Planning

Estate Planning

Education Planning

What Every Beneficiary Should Know

ABC's of Trusts. Should You Have a Trust?

Can you Afford to Retire?

Identity Theft

Social Security

Do You Know Your Risk Score?

New Year's Financial Resolutions