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Be Intentional with Your Money

5/18/2021

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​According to Fed Chairman Jerome Powell, the economic outlook is bright. Unless, of course, it isn’t.


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Secure Act 2.0

5/18/2021

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There are good things on the table in Washington with regard to retirement planning.  


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Travel Tips for Summer 2021

5/18/2021

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Travel is back.  ​But we still have "reservations" (no pun intended) ! What is the safe way to travel, where should we go and what is going on with rental cars?!!!!


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  • Home
  • How We Help
    • Investment Management
    • Financial Planning
    • Divorce Planning
    • Retirement Planning
    • Elder care planning
    • FAQ's
  • Our Team
  • My Mosaic
  • Resources
    • Reference Guide
    • Insights
    • Events
    • Newsletters
  • Jenifer's Blog
  • Contact
  • Think Differently