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Daily Archives: January 19, 2024

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2024 Annual Limits Relating to Financial Planning

New Year/End of Year, Personal Finance, TaxBy Editorial TeamJanuary 19, 2024

Unlock financial clarity with our 2024 Annual Limits Relating to Financial Planning quick reference sheet! Your comprehensive guide to the numbers that matter. 

In the News: Retire smart: The debate on mortgage payoff and its impact on cash flow

Featured, In The NewsBy Editorial TeamJanuary 19, 2024

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores if you should pay off your mortgage before retirement. He offers tips on maximizing your financial strategy that will allow you to sleep well at night!

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