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Kolleen Schocke |
Medicare is a Federal program for seniors and other individuals with certain medical conditions and disabilities. Our presentation covers how Medicare can benefit you.
Generational planning is a relatively new concept in financial planning. It recognizes that the financial and life decisions made by one generation often have an impact on the others’. So while you are doing your own financial planning, give some thought to the rest of your family and how you and your financial advisor may be able to help them achieve their financial goals.