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Quarterly Economic Update

Quarterly Economic Update

| November 15, 2019

In this quarterly issue, I cover the following topics: 

1. Three Regrets of Retirees

2. Ten Year-End Tax Tips for 2019

3. Tips for Managing Your Holiday Spending

4. What are continuing care retirement communities?

5. Do independent living communities differ from CCRCs?

Click the attachment below to read the newsletter!