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24 // Married & Retiring: Facing Common Challenges in a Transitional Season

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23 // Death and Taxes Recap (Taxes)

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22 // Death and Taxes Event Recap (Death)

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21 // RMDs & QCDs

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20 // Social Security Considerations

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019 // Generosity and Deductible Giving - Part 3

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018 // The Power of Strategic Giving to Individuals - Part 2

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017 // US Retirement System Report Card

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016 // What Motivates Generosity? - Part 1

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013 // Index Funds, Robo Advisors, or Hiring a Firm?

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015 // Should I Buy a New Home Now, Or Wait It Out?

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014 // Open Enrollment: 5 Key Considerations

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