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Did you know, more Americans than ever owe income taxes instead of getting a refund on April 15. Planning ahead is key. Call me today to help.
Who will find the most Easter eggs? Wishing you and your family a day filled with love and hope.
Our survey shows that a personalized retirement income plan can help provide confidence and security during retirement. Connect with me and let’s plan for your future.
Did you know this about money management? Parents, we support you in helping your children reach financial independence. Contact me to receive age-appropriate financial resources for your needs.
May your Christmas be merry and bright!
Financial wellness tip: If you’re age 50+, are you taking advantage of retirement catch-up contribution maximums? Contact me to set up your wellness check appointment.