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Sean Cook, CFP®, AIF®

Recent Posts

Will My Social Security Benefit Be Reduced Or Taxed? [Flowchart]

Social Security is a significant and welcome guaranteed income source, even for affluent retirees. Whether your benefit is reduced or taxed depends mainly on five items:

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Do I Have To Change My Health Insurance When I Retire?

Health is the #1 ingredient for a happy retirement. And healthcare options for people approaching retirement can be confusing. This is especially true for those 

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