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A tax diversification strategy may help investors cover their bases,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Little-known strategy provides for IRA-to-HSA transfer,
Posted on by Bill Cass, CFP®, CPWA® in Retirement/Income
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How an LLC can help safeguard assets,
Posted on by Bill Cass, CFP®, CPWA® in Insurance/Risk Management
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Republicans take first step to repeal Obamacare,
Posted on by Bill Cass, CFP®, CPWA® in Insurance/Risk Management
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Create a roadmap for family in case of emergency,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer
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Action plan helps families prepare for college,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Consider these four strategies before interest rates rise,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Tax breaks could be back under the microscope in tax reform debate,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Here are six tools to calculate Social Security claiming options,
Posted on by Bill Cass, CFP®, CPWA® in Retirement/Income
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What is the future of Social Security?,
Posted on by Bill Cass, CFP®, CPWA® in Retirement/Income
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