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The economic expansion hits its 121st month, and the S&P 500 had its best June since 1955.
Chart Talk: Many preretirees are not accurate in predicting where they will get their income when their working years are over. And not surprisingly, there is a lot of overestimation.
Chart Talk: Home ownership. It’s easier to achieve in some places than others, as this map from Visual Capitalist clearly demonstrates.
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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