Mid-Year Tax Planning: Optimizing Taxes and Avoiding Surprises

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Additional Online Resources

The Role of Bonds

The Role of Bonds

The main function of bonds in a portfolio is downside protection. Despite the lower expected returns for bonds going forward, it is important to understand the characteristics of bonds and why we own them.

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Navigating Healthcare Options

Navigating Healthcare Options

One subject that continually comes up is healthcare. How will I be able to afford healthcare? Should I work until age 65 so that I qualify for Medicare? Learn how to evaluate the options.

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