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Long-Term Care and Retirement

Many Americans are under prepared for retirement. Nearly half of families have no retirement account savings at all. Have you considered what you would do if you were hit with an additional half million dollars in health care costs?

Tax Season

March is a great time to take stock of your financial situation and get your fiscal affairs in order. March 15 was the due date for corporate tax returns and also marks one month before personal tax returns are due - Tuesday, April 18.

How to Avoid Investment Fraud

There were 868 cases of SEC investigated financial misconduct in 2016. The good news is that potential victims, and more importantly the professionals trying to catch the bad guys, are focusing on financial literacy and fraud prevention which should make you feel a little safer.

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