Money Clips

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The truth behind the 4% withdrawal rule.

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Can I really file for Social Security benefits on an ex spouse?

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If you are a widow or widower, not knowing this could cost you thousands and thousands of dollars.

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Understanding the rules of receiving Social Security benefits while working.

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Not knowing this could cost you a 50% penalty on your 401ks and IRAs.

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The truth behind how Medicare affects cost of living adjustments for Social Security.

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Don’t miss out on up to $16,000 in Social Security spousal benefits.

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Importance of Financial Defense

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Top 10 IRA Mistakes, “How To Avoid IRA Tax Traps”

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Turning Taxable Income into Tax Free Income

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Trump Tax Plan and 2018 Key Financial Data (Part 1)

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Trump Tax Plan and 2018 Key Financial Data (Part 2)

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Trump Tax Plan and 2018 Key Financial Data (Part 3)

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More Volatility for 2019 – Protecting Your Downside

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Trump Tax Plan and 2018 Key Financial Data (Part 4)

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How Can the CARES Act Affect My Retirement?

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Reset Your Financial Goals – Exploring Tax Free Solutions

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CARES Act – Part 2

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