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Join date: Jan 8, 2021
Posts (55)
Aug 29, 2024 ∙ 2 min
Should You Be Concerned About Social Security?
Understand if you should be concerned about your Social Security claiming strategy or future benefit.
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Jun 19, 2024 ∙ 3 min
What is a CFP® and Why Your Financial Advisor Should Be One
This blog helps you to understand what a CFP is and why you should choose one.
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Apr 3, 2024 ∙ 3 min
Three Stages of Tax Planning in Retirement
Learn about the goals, priorities and strategies associated with the three stages of tax planning in retirement.
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Matthew Boersen, CFP®, CFA
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Managing Partner
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