June 8, 2024

Market Roundup: June 3 – June 7, 2024; Case Study: Tax Benefits for Parents of Disabled Children; Q&A Time: Market timing and portfolio positioning

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March 9, 2024

Market Roundup: Mar. 4 – Mar. 8, 2024; Case Study: Repurposing Life Insurance as an Estate Planning Tool; Q&A Time: Medigap Policies

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February 10, 2024

Market Roundup: Feb 5 – Feb 9, 2024; Case Study: Rebalancing Your 401(k); Q&A Time: Retirement Plan Rollovers

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December 9, 2023

Market Roundup: Covering Dec. 4 – Dec 8, 2023; Case Study: Year-End Financial Moves; Q&A Time: Roth IRA Conversion taxes and Philip Morris International

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March 11, 2023

Market Roundup: Covering March 6 – March 10, 2023; Case Study: Why Aren’t We Selling the Dogs? Q&A Time: Better to Hold an Annuity or Bonds from an Insurance Company

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