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Unlocking the Secrets of Long-Term Care Funding: Top Strategies for a Worry-Free Retirement
Unlocking the Secrets of Long-Term Care Funding: Top Strategies for a Worry-Free Retirement
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: June 12, 2023Categories: Insurance, Medicare, Retirement, Social Security
Planning for Long-Term Care: A Comprehensive Guide for Individuals and Couples
Planning for Long-Term Care: A Comprehensive Guide for Individuals and Couples
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: March 31, 2023Categories: Insurance
Tax Surprise Coming to Many in January 2024: Changes to Form 1099-K Reporting
Tax Surprise Coming to Many in January 2024: Changes to Form 1099-K Reporting
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: November 11, 2022Categories: Taxes
They Don’t Ring A Bell At The Bottom
They Don’t Ring A Bell At The Bottom
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: October 7, 2022Categories: Investments
9 Ways to Protect Your Money and Accounts from Hackers
9 Ways to Protect Your Money and Accounts from Hackers
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: May 24, 2021Categories: Families, Retirement, Small Business, Working Professionals
Medicare Costs for the LGBTQ+ Community
Medicare Costs for the LGBTQ+ Community
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: February 17, 2021Categories: Insurance, LGBTQ+, Retirement