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Endorsed by Dave Ramsey Recession Watch Guided Wealth Portfolios Free Report: 7 Ways to Cut College Costs

Schedule your complimentary review with a CFP® Professional

Learn about the 5 key pitfalls that put your financial security at risk.

Develop a Financial Road Map for the next 12 months

Have a clearly defined action list of tasks to put your financial house in order.

Have more money

Gain more freedom of time and work toward financial peace by having an action plan in place.

<p>Retiree Health Care Coverage Overseas</p>

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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<p>U.S. Personal Savings Rate</p>

U.S. Personal Savings Rate

What can be learned from the savings rate?
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<p>Problems with Probate</p>

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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