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Enhancing Your Goals-Based Financial Plan with Money Guide Pro
Jackie Bramel 8/22/24 Jackie Bramel 8/22/24

Enhancing Your Goals-Based Financial Plan with Money Guide Pro

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The Power of Goals-Based Financial Planning: Your Roadmap to Success
Jackie Bramel 8/14/24 Jackie Bramel 8/14/24

The Power of Goals-Based Financial Planning: Your Roadmap to Success

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   July Recap and Looking Ahead to August 
 




















  
  



    

 
   As we close out July, it’s time to reflect on the performance of the stock market and the broader economy over the past month. July was characterized by a m
Market Updates Jackie Bramel 8/7/24 Market Updates Jackie Bramel 8/7/24

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Understanding the IRS Clarification on the Inherited IRA Ten-Year Rule
Retirement Jackie Bramel 7/31/24 Retirement Jackie Bramel 7/31/24

Understanding the IRS Clarification on the Inherited IRA Ten-Year Rule

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Summer Reading List: Top Personal Finance and Investing Books
Jackie Bramel 7/24/24 Jackie Bramel 7/24/24

Summer Reading List: Top Personal Finance and Investing Books

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Prioritizing Your Retirement Dreams: Managing Sequence of Returns Risk
Retirement Jackie Bramel 7/17/24 Retirement Jackie Bramel 7/17/24

Prioritizing Your Retirement Dreams: Managing Sequence of Returns Risk

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   June Recap and Looking Ahead to July 
 




















  
  



    

 
   The markets were up modestly in June.  Stocks were largely in a holding pattern as investors continue to wait for signs that the Federal Reserve will low
Market Updates Jackie Bramel 7/10/24 Market Updates Jackie Bramel 7/10/24

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Setting Realistic Expectations for Retirement Income: Understanding the 4% Rule
Retirement Jackie Bramel 7/3/24 Retirement Jackie Bramel 7/3/24

Setting Realistic Expectations for Retirement Income: Understanding the 4% Rule

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Q3 Financial Checklist for 2024
Jackie Bramel 6/27/24 Jackie Bramel 6/27/24

Q3 Financial Checklist for 2024

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