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July Chart Talk: Key trends with the Internet of Things, and how much that takeout really costs you, pitfalls for new home-buyers, and more in this month’s charts.
June Chart Talk: An elegant gif shows the changing status of the U.S. middle class from the 1970s through 2015…plus how fast clients expect a return call, whether the market is getting irrational, and more in this month's charts.
May Chart Talk: Check out the growth of national debt under various administrations, a cybersecurity quiz, which country enjoys the longest retirement, and much more in this month’s charts.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025