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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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310 W. Front Street Suite 406
Traverse City, MI 49684
(231) 947-3775
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