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Recent Articles
Your Withdrawal Strategy in Retirement
The New Tax Law is Alive and Kicking
You Get What You Get & Don’t Get Upset
Are You a Social Security Half-Millionaire?
Donating From Your IRA
Alphabet Soup of Medicare Options
Reverse Mortgages Require Education
Brave New World of Investing
First-Half 2017 Was a Calm, Upward Grind
New Fiduciary Duty Rules for Advisors
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310 W. Front Street Suite 411
Traverse City, MI 49684
(231) 947-3775
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