Five Questions to Ask About Your 401(K)

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Back to Basics #5: 
Planning for Health Care Expenses

We have been sharing a series of articles called “BACK TO BASICS.”  In each article, we examine one of the basics of financial planning.  Let’s look at: Back to Basics #5: Planning for Health Care Expenses Take a moment to think about the future.  What do you see yourself doing?  Traveling the world?  Starting a …
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in: Minich MacGregor Missive, News

Five Ways to Get More Out of Your Social Security Benefits

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Back to Basics #4: 
Important Estate Planning Documents

A few months ago, we started a new series of articles called “BACK TO BASICS.”  In each article, we examine one of the basics of financial planning and investing.  This month, let’s look at: Back to Basics #4: Important Estate Planning Documents Many people, young and old, don’t have a will, let alone a broader …
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