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Author: Joe Day

September 28, 2017
Planning Perspectives

What Do I Need to Know About Medicare?

by Joe Day

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September 25, 2017
Uncategorized

Equifax Credit Breach

by Joe Day

If you are concerned about the Equifax credit breach, this site is extremely useful: https://www.consumer.ftc.gov/articles/0497-credit-freeze-faqs    

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September 19, 2017
Budgeting, Economy

The Debt Ceiling

by Joe Day

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April 10, 2017
Economy

Dodd Frank: Repeal and Replace?

by Joe Day

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January 13, 2017
Giving, Planning Perspectives

2017 Estate Tax and Planning Update

by Joe Day

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December 15, 2016
Budgeting, Planning Perspectives

College Expenses Covered by 529 College Savings Plans?

by Joe Day

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October 19, 2016
Behavioral Finance, Planning Perspectives, Portfolio Management

Owning Your Company’s Stock

by Joe Day

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September 29, 2016
Uncategorized

Life Insurance: Term or Permanent?

by Joe Day

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June 24, 2016
Economy

The Brexit and What It Means

by Joe Day

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December 17, 2015
Budgeting, Planning Perspectives

College Planning and Financial Aid

by Joe Day

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