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Sharing my areas of interest

Music
  • Retirement Readiness

  • Long-Term Care Funding

  • Investment Portfolio Update and Simplifcation

  • Social Security and Pension Strategies

Animals
  • Retirement Income Planning

  • Gap Year Tax and Cash Flow Planning

  • Investment Portfolio Update and Simplifcation

  • Portfolio Distribution Plans

  • Social Security Choices

  • Long-Term Care Funding

Charities
  • Savings vs Spending Decisions

  • Investment Choices

  • Insurance Needs Assessment

  • Tax Planning

  • Education Funding

  • Debt Management

Activities
  • Realign Financial Life

  • Spending and Saving Plans

  • Insurance Needs Assessment

  • Investment Portfolio Update

Causes
  • Portfolio Mix and Investment Choices

  • Cash Flow Planning for Beneficiaries

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