A Look at Long-Term Care

Written By: A. Suzanne Robertson, CFP® It seems that Long-term Care (LTC) has been a common theme for questions I’ve been receiving lately from prospective clients and clients alike, so…

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Social Security Changes in 2024

Written By: Marissa Waldron, CFP®  We’re well into the fourth quarter of 2023, so it’s time to start looking ahead to the year 2024. The Social Security Administration (SSA) recently…

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