Financial Planning

• How to Create a 529 Savings Plan

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  Articles

• What is an Investment Advisor Representative (IAR)?

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  Glossary

• What is Longevity Risk?

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  Glossary

• What is the Cash Wedge Strategy?

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  Glossary

• What is Sequence of Returns Risk?

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  Glossary

• Book Review: Medicare Mama’s Guide to Medicare and Social Security Retirement by Sylvia Gordon

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  Book Reviews

• How Can I Talk to My Parents About Their Mismanaged Personal Finances?

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  Articles

• Financial Planning for Freelancers: Managing Uncertainty

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  Articles

• Why You Should Have a Will Even If You’re Young and Healthy

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