Happy New Year and Welcome 2019!! Let's make this an amazing year financially and bring 'peace' to our portfolios and planning. What do I mean? I mean there are several things to consider that will allow your investments to work for you and allow you not to worry. You can help me with that . . . the items below will tell you how: Taking a Distribution this Year? What are you thinking or planning for this year regarding travel, renovations to home, retirement, etc? Tell
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