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jclimo
jclimo
Should I Invest in Gold?
Should I Invest in Gold?
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: April 25, 2025
Categories:
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®, MSFP
Published On: March 20, 2025
Categories:
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®, MSFP
Published On: December 6, 2024
Categories:
Business
Getting Something for Nothing – Taking Profits with No Tax
Getting Something for Nothing – Taking Profits with No Tax
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: November 27, 2024
Categories:
Retirement
,
Taxes
,
Working Professionals
It’s Medicare Open Enrollment Time!
It’s Medicare Open Enrollment Time!
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: November 15, 2024
Categories:
Medicare
Should You Buy an Annuity? When the Answer Is Yes (and When It’s No)
Should You Buy an Annuity? When the Answer Is Yes (and When It’s No)
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: October 31, 2024
Categories:
Fiduciary
,
Investments
,
Retirement
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