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Expect the unexpected: Many retirees will need long-term care,
Posted on by Bill Cass, CFP®, CPWA® in Insurance/Risk Management
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Most Americans are mindful of college costs, unaware of 529 plans,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Add supplemental health coverage to important retirement decisions,
Posted on by Bill Cass, CFP®, CPWA® in Insurance/Risk Management
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Know the Medicare basics before enrollment,
Posted on by Bill Cass, CFP®, CPWA® in Insurance/Risk Management
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Prince’s death shines spotlight on the importance of a will,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer
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Be smart with 529 savings plans to maximize financial aid,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Health-care costs add uncertainty to retirement planning,
Posted on by Bill Cass, CFP®, CPWA® in Retirement/Income
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Provision to make tax-free donations using an IRA is permanent,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Four ways to put your tax refund to work for you,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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DOL unveils final fiduciary rule,
Posted on by Bill Cass, CFP®, CPWA® in DOL
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