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Quarterly Economic Update

Quarterly Economic Update

| May 15, 2021

In this quarterly issue, I cover the following topics:

1. IRAs Are Top Tool for Retirement Savings

2. Should You Convert Your Term Life to Permanent Life Insurance?

3. Growing Interest in Socially Responsible Investing

4. New Changes to College Financial Aid and Education Tax Benefits

Click the attachment below to read the newsletter!

Attachments