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Monthly Archive for: ‘September, 2016’

What Are My Health-Care Options if I Retire Early?

The following article prepared by Broadridge Investor Communication Solutions provides some helpful tips to navigate one’s post-retirement health-care options: What Are My Health-Care Options if I Retire Early?

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Ten Year-End Tax Tips for 2016

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year: Ten Year-End Tax Tips for 2016

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Janice Forgays Joins PRW as Estate and Wealth Management Counsel

PRW Wealth Management, LLC is pleased to welcome Janice A. Forgays, JD, CLU as Estate and Wealth Management Counsel. Janice is an attorney with over 25 years of assisting affluent clients and advisors on comprehensive, complex and effective wealth accumulation, conservation and transfer planning. Janice supports the work of other professional advisors in helping clients achieve their complex estate and …

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