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Financial Aid and Paying for College for High-Income Families

By Dan Koppel, MSFS, CFP®|Categories: College, Student Loans|

What Is a Continuing Care Retirement Community (CCRC)?

By Jennifer L. Climo, CPA, CFP®, MSFP|Categories: Health, Long Term Care, Retirement|

Should You Invest in International Stocks? Building a Diversified Portfolio

By Jonathan C. Harrington, CFP®, MSFP, MST|Categories: Investments|

Is an Employee Stock Purchase Plan Worth It? What to Know Before You Enroll in an ESPP

By Kyle Labelle, CFP®|Categories: Investments, Taxes, Working Professionals|

Can I Afford Healthcare in Retirement?

By Garrett Climo|Categories: Healthcare, Retirement|

10 Tax Strategies for High-Income Earners to Reduce Taxable Income

By Jennifer L. Climo, CPA, CFP®, MSFP|Categories: Taxes, Working Professionals|Tags: High Earners|

Planning a Secure Retirement: Strategies for Long-Term Wealth and Health Care Planning

By Steve Jacobsmeier, CFP®, ChFC®, CLU®|Categories: Investments, Retirement|

How to Reduce Taxes in Retirement

By Connor Cossette|Categories: Retirement, Taxes|Tags: Retirement|

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