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Recent Articles

  • Standard Deduction and Tax Simplicity
  • A Fresh Look at Portfolio Risk
  • Bonds, Donations and Roths, Oh My!
  • Embrace Balance in 2023
  • New Retirement Changes in 2023
  • Tips for Money Simplicity
  • Checkin’ the List, Checkin’ it Twice
  • Guardrails: No Failure in Retirement
  • Social Security’s Silver Lining
  • It’s Deja Vu, All Over Again

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Traverse City, MI 49684
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