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• Elizabeth "Li" Connolly, CPA
• Melanie Colusci CFP®, AEP®
• Rachel Shields
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Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow

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• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?

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