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Retire Wise is a collection of articles designed for those close to or at retirement. Take a moment to check back each month for new and relevant information.
December 2019: 2020 Social Security Changes and Surprise Medical Bills
November 2019: Year End Planning and 529s
October 2019: Credit Scores and Open Enrollment
September 2019: Retirement Worries and SS Review
August 2019: Working with Social Security and Free Tuition
July 2019: Wills and Hope
June 2019: Incapacity Planning and Rideshare Safety
May 2019: Withdrawal Strategies and Best Apps
April 2019: IRS Audits and Social Media Fraud
© 2019 Balanced Financial Concepts LLC. All rights reserved.