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Consumer Articles and Videos

Charlie writes several articles a month for various financial industry media and educational outlets.  Through this blog, he is bringing his educational writings and videos directly to you, the consumer!!!  Subscribe at the bottom of this page and enjoy.

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Your Top 6 Questions About Social Security Benefits – Answered

When am I eligible to file for Social Security Benefits?You’re eligible to file for Social...

Virtual Seminar!!! Estate Planning

Just a heads up to check out this new event here!!!

Guaranteed Streams of Income Make You Happier

It was a beautiful day, and because it was a weekday morning with no boats on the water - except...

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