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Finding a Good Financial Advisor, Social Security Questions, Fixed Index Annuities, Tax Court Rulings

In this edition of More than Money, Gene covers many topics including:

Many social security questions including strategies involving minor or special needs children

Issues surrounding some of the working parts of Fixed Index Annuities

Answers the question, “Are all financial advisors created equal?’

Reviewed four recent Tax Court rulings – the results will surprise you

Invited the entire More than Money family to our September 11th event for the Wounded Warrior Project

 

And much, much more!


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