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Videos and Blogs 

Our educational videos can be watched by clicking on the video, which will take you to YouTube. Check out our YouTube channel to see all our videos. 









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Caring For Aging Parents

Many adults have aging parents who are in need of health-care and living assistance. There are a number of resources today that can help them grow old gracefully, either in their existing home or in a facility, along with multiple options for financing the cost of the care.

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Retirement Income Tax Valley

Retirement has its advantages, even tax advantages. In this video Joe breaks down three strategies to consider when you retire early, before you collect social security, or before you start taking a required minimum distribution from your retirement accounts.

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