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Avoiding Greedy Uncle Sam in Retirement: Why You Need a Tax Map 

June 1, 2022

Let’s start with a hard truth: you don’t actually own all the money in your pre-tax retirement accounts (think IRAs and 401ks). Yes, most of it is yours, but the […]

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AlerStallings Partner, Anna Christine, goes on the Expedition Retirement℠ Show to explain the risks of Long-Term Care

April 26, 2022

What is an estate plan? How often should it be updated? What are the essentials for an estate plan? How do you protect assets from a nursing home stay? Watch […]

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Are you asking your financial planner the right questions?

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Download our guide "6 Questions to Ask Before choosing Your Retirement Planner" and find out.

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