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Top 5 Misunderstandings About Social Security

By |2022-10-27T13:25:06+00:00November 22, 2019|Podcast|

Are you ready to start taking Social Security benefits? Do you feel knowledgeable on what strategies to put in place to make the most of it or are you falling for some of these common misconceptions when it comes to Social Security?

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Are You Having Awkward Financial Conversations?

By |2022-10-27T13:25:06+00:00November 7, 2019|Podcast|

Financial planning is more than just spreadsheets and dollar signs. It includes a lot of tough decisions and emotions that need to be communicated to your loved ones and advisor. Are you avoiding these awkward conversations when it comes to your finances?

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