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What Is a Continuing Care Retirement Community (CCRC)?
What Is a Continuing Care Retirement Community (CCRC)?
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: July 1, 2025Categories: Health, Retirement
10 Tax Strategies for High-Income Earners to Reduce Taxable Income
10 Tax Strategies for High-Income Earners to Reduce Taxable Income
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: June 5, 2025Categories: Taxes, Working Professionals
Post-Tax Season Financial Planning: Key Considerations for High Earners Approaching Retirement 
Post-Tax Season Financial Planning: Key Considerations for High Earners Approaching Retirement 
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: May 9, 2025Categories: Taxes, Working Professionals
Should I Invest in Gold?
Should I Invest in Gold?
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: April 25, 2025Categories: Families, Investments, Working Professionals
Live in NH but Work in MA? What to Know About Your State Tax Returns
Live in NH but Work in MA? What to Know About Your State Tax Returns
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: March 20, 2025Categories: Families, Taxes, Working Professionals
Federal District Court Finds Beneficial Ownership Information Reporting Unlawful with Reporting Deadline Coming up
Federal District Court Finds Beneficial Ownership Information Reporting Unlawful with Reporting Deadline Coming up
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: December 6, 2024Categories: Business