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Archive for August 2024

2025 Tax Sunset: What You Need to Know and How to Prepare

By webteam | August 20, 2024 | 0

By Brett Gottlieb If you haven’t yet heard the news, big changes are on the horizon for taxpayers. Many of the laws put in place by the 2017 Tax Cuts…

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Your Ultimate Guide: College Planning Financial Checklist for Parents 

By baileyheather | August 6, 2024 | 0

By Brett Gottlieb Sending your child off to college is a big life milestone. That’s why planning ahead for college is so important to help set them up for financial…

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Recent Posts

  • 2027 Medicare Open Enrollment: Review and Update Your Plan
  • 10 Year-End Tax Strategies for Affluent Families 
  • You’re Our Best Advocate: Help Us Help More People 
  • Managing Money While Caring for Kids and Parents Simultaneously 
  • Expenses in Retirement: 3 Costs That Rise and 3 That Drop

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National Social Security Advisor Certificate Program (NSSA) is a certification created by the National Social Security Association, a for-profit entity. The NSSA Certificate Program grants a Certificate to those who complete the one-day course and pass the proctored assessment. NSSA is independently accredited by The Institute in Credentialing Excellence (ICE). NSSA is not affiliated with, nor endorsed by, the Social Security Administration or any governmental agency.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business C.A. Financial & Insurance Services.Comprehensive Advisor, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products.The insurance products offered by C.A. Financial & Insurance Services are not subject to investment Advisor requirements. CA Ins. Lic. #6000262.

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