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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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Getting an early start on a Roth conversion may optimize the strategy,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Planning strategies may benefit estates of all sizes,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer
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Five strategies for reducing the tax bill in 2017,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Three planning ideas for small business owners,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Key tax figures for 2017,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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At year-end, retirement distributions not always required,
Posted on by Bill Cass, CFP®, CPWA® in Retirement/Income
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Five ways Obamacare may change in 2017,
Posted on by Bill Cass, CFP®, CPWA® in Insurance/Risk Management
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Gifting and estate plans can be priorities at year-end,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer
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What we might expect with a Trump administration agenda,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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