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Five Investments to Consider at 50 Blog, Investments, Personal FinanceChris Jaccard, CFP®, CFAAugust 11, 2015
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Social Security Survivor Benefits for a Spouse Blog, Personal FinanceEllen Li, MSBA, CFP®May 14, 2015
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Lower Taxes and Tax Free Income with Roth IRA Conversions Blog, Personal FinanceJim Freeman, CFP®August 18, 2014
Planning & Investment Costs Can Be Lower Than You Think Blog, Personal FinanceJim Freeman, CFP®May 11, 2014
Avoid Unexpected Property Tax Reassessments for Your Children Blog, Personal FinanceEllen Li, MSBA, CFP®April 11, 2014
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Should You Pay Higher Taxes Now to Avoid Higher Taxes Later? Blog, Personal FinanceJim Freeman, CFP®February 3, 2014
