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The Legacy Perspective – April 2022

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by Steve Wachs, CFP® The paragraph below is a first quarter update that we recently received from JP Morgan. It does a good job of providing facts about recent returns in different asset classes ...

Double Trouble

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By Matt Quinn, CFA® March 2022 “In your life expect some trouble. When you worry you make it double. But don’t worry, be happy, be happy now.” For your second quiz of the year, did those lyrics ...

2022 Social Security and Medicare Changes

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by Roger Shake, CFP®, RLP®, CeFT®                        February 2022 There’s good news and bad news for Social Security in 2022, plus some useful information. First, the good news. Social ...

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