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June Chart Talk: Graphics demonstrate the power of saving early and often, changing demographics of the country, investor expectations for 2016, and much more.
May Chart Talk: These charts and graphs show the decline of stock in taxable accounts, where physicians pull the highest salaries, the hopes and fears of retirees, and much more.
April Chart Talk: Americans foot the bill for government operations, but how do their taxes affect a higher quality of life in terms of better schools, hospitals, water quality, roads, and bridges?
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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