This newsletter provides insights into interest rates, year-end tax planning, as well as top financial concerns of baby boomers, generation Xers, and millennials. It also discusses health-care options for early retirees and information about home sharing site like Airbnb.
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Newsletter | September 2016
This newsletter highlights charitable gifting, social security retirement benefits, and inherited IRAs. It also touches upon how GDP is calculated in the US as well as questions to consider before inviting your elderly parents to move in with you and your family.
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