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Recent Posts

What is a POD or TOD Account and Do I Need One?
Do I Get to Keep My Husband’s Pension?
My Dad’s Last 36 Hours
Social Security Benefits When a Spouse Dies, Part III
Social Security Benefits When a Spouse Dies, Part II

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Jim Schwartz, CFP®, RICP® on Evaluating and Selecting a Professional Financial Advisor, Part I
Steele Honda on Evaluating and Selecting a Professional Financial Advisor, Part I
Jim Schwartz, CFP®, RICP® on Social Security Benefits When a Spouse Dies, Part II
Lois Evans on Social Security Benefits When a Spouse Dies, Part II

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