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Recent Articles
What’s a Backdoor Roth?
Series I Bonds and Debt Ceiling
Death and Tax Changes
For Real or a False Dawn?
Tax Tip: Property Tax Credit
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
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310 W. Front Street Suite 406
Traverse City, MI 49684
(231) 947-3775
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