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Associates

• Hal Masover, CRPC®
• Joan Masover
• Kevin Ihrke, CFP®
• Bonnie Thompson

Learning Center

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow

Newsletters

• HOT TOPIC: Social Security’s Uncertain Future: What You Should Know
• Four Reasons to Review Your Life Insurance Needs
• Grandparent 529 Plans Get a Boost Under New FAFSA Rules
• A Map for Your Family
• Credit Scores Reach Record High
• Fund Retirement and Reward Workers with a Cash Balance Plan
• HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
• Signs of a Scam…and How to Resist It
• Child Tax Credit for 2021: Will You Get More?
• Following the Inflation Debate
• What a Relief! Congress Acts Against Surprise Medical Bills
• HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
• Considerations When Making Gifts to Children
• A Steady Strategy
• Stock Market Risks in the Spotlight
• Social Security Spousal Benefits
• Prepare Your Finances for the Next Emergency
• Gift vs. Inheritance: Consider the Tax Difference

Videos

• The Latte Habit
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• What Would Happen to Your Estate?

Glossary

Flipbooks