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Milestone Minute – September 12, 2025
Milestone Minute – September 12, 2025
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: September 12, 2025
Categories:
Milestone Minute
Milestone Minute – August 29, 2025
Milestone Minute – August 29, 2025
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: August 29, 2025
Categories:
Milestone Minute
Milestone Minute – August 15, 2025
Milestone Minute – August 15, 2025
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: August 15, 2025
Categories:
Milestone Minute
What Is a Continuing Care Retirement Community (CCRC)?
What Is a Continuing Care Retirement Community (CCRC)?
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: July 1, 2025
Categories:
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®, MSFP
Published On: June 5, 2025
Categories:
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®, MSFP
Published On: May 9, 2025
Categories:
Taxes
,
Working Professionals
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