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4th Quarter 2019

  • Life Insurance with Long-Term Care Benefits
  • Balancing 401(k) and HSA Contributions
  • How much will health care cost?
  • When should I file the FAFSA?

3rd Quarter 2019

  • Is It Time to Declare Your Financial Independence?
  • Charitable Giving After Tax Reform
  • Financial Advice for Recent College Graduates

2nd Quarter 2019

  • Hidden Gem: HSAs in Retirement
  • Rules on Opening a 529 Plan Account for College
  • How Does Your Employer's Retirement Plan Compare?

1st Quarter 2019

  • Famous People Who Failed to Plan Properly
  • Tax Scams to Watch Out For
  • Key Retirement and Tax Numbers for 2019

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