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Scamming Seniors

Crimes Against the Elderly

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As vigilant as we all try to be, criminals seem to always be one step ahead. Between fake phone calls, internet and social media scams, there are more and more instances of crimes against the...
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Crucial Financial Strategies As We Retire
/ Categories: Featured, Financial, Retirement

Crucial Financial Strategies As We Retire

Rebecca Abel, CFP, CDFA

Certified Financial Planner Rebecca Abel discusses financial issues that we should be thinking about as we are reaching retirement age. Her topics include finances, investment strategies, dealing with housing issues as well as tax planning and with long term care and health issues. Proper estate planning is also a critical component of this podcast - Rebecca offers a ton of sound advice! https://www.oakpointip.com/team/rebecca-abel

 
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