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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January 6, 2024

Market Roundup: Jan. 2 – Jan 5, 2024; Case Study: Divorce: Unwinding 20 years of combined assets; Q&A Time: Why is the dollar resilient during high inflation?

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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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May 6, 2023

Market Roundup: Covering April 26 – May 2, 2023; Case Study: Borrowing from your 401(k); Q&A Time: Intuitive Surgical and Raytheon

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