Should you have questions regarding the newest COVID-19 Relief Bill, please click here to contact an advisor today!

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What should you do with your Required Distribution Minimum (RMD)? Defer it or pay it back? Take it as income? Pay direct as a Qualified Charitable Distribution? Find out by listening to the video!

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Do you know the advantages of your Health Savings Account? Listen to hear the top 3 advantages of your Health Savings Account!

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How can the CARES ACT help make your healthcare needs more affordable? Watch the video to learn 3 practical ways the CARES ACT can help you and your family today!

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Are you interested in how the Cares Act will impact you? Watch this short 2 minute video to find out.

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