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3rd Quarter 2022 Newsletter

2nd Quarter 2022 Newsletter

1st Quarter 2022 Newsletter

Client Letter - Russia/Ukraine War 03/02/2022

Essential Financial Figures 2022 - Download




CGA EVENTS


July 2022 Planning Your Income Sources in Retirement

May 2022 Two Sides of the Same Dollar Segment 2: Non-Traditional Investments (listen here)

April 2022 Two Sides of the Same Dollar Introductory Segment: Major Life Changes (listen here)


INFORMATIONAL ARTICLES AND VIDEOS

Retirement

Retirement

Educational articles and videos plus valuable calculators to make sure you are on track.

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Investing

Investing

Information on the types of investment strategies available and how to improve your savings plan.

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Lifestyle

Lifestyle

Tips to live your best life.

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Money & Spending

Money & Spending

Information about the types of investing strategies and ideas regarding the way you spend money.

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Taxes

Taxes

Content related to paying income taxes, strategies that can improve your tax situation and updates to the tax laws.

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Insurance

Insurance

Tips on how to protect your family and assets now and in the future.

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Estate

Estate

Knowledge about leaving a legacy for your loved ones or how to ensure they will be taken care of.

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Calculators

Calculators

Useful tools for defining the details for all your goals. Discover how much, when, and at what rate of growth you will need to succeed!

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financial priorities at each stage of life

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