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Client Update Newsletter: October 2024

Achieving financial security for you and your family is no small task. With inflation and the allure of signing up for yet another monthly service, saving money can feel like an uphill battle. In this month’s newsletter, read about 5 ideas that can help you save money on your road to building wealth.

Also learn about several tips to protect your Social Security number, why you should think twice before tapping retirement accounts to pay for emergencies, and ideas that can help your kids thrive this school year.

Please pass this information on to anyone that may find it useful and call if you have any questions or concerns.

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Please note: Some material may be time-sensitive and may no longer apply.
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