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Timely Financial News
BY Leslie Thompson | CFA®, CPA, CDFA™, Chief Investment Officer, Co-Founder | Mar 14, 2023

Financial Markets Update March 14, 2023

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Lifestyle + Wellness Work Optional Lifestyle
BY Spectrum Wealth Management | Mar 14, 2023

From Investopedia: How to Help Older People Protect Their Assets

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Financial Literacy Tax Planning
BY Spectrum Wealth Management | Mar 13, 2023

Essential Financial Figures: Key Information and Financial Data for 2023

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Timely Financial News
BY Spectrum Wealth Management | Mar 10, 2023

Real ID Deadline Extended Again

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Uncategorized
BY Spectrum Wealth Management | Mar 9, 2023

Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules

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Lifestyle + Wellness
BY Spectrum Wealth Management | Mar 8, 2023

Think Flood Safety This Spring

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Financial Literacy Investing
BY Spectrum Wealth Management | Mar 7, 2023

From Investopedia: Investing for Teens: What They Should Know

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Gifts + Estate Planning
BY Spectrum Wealth Management | Mar 6, 2023

Estate Planning Tips for Blended Families

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Financial Literacy Tax Planning
BY Spectrum Wealth Management | Mar 2, 2023

Plan Your Passive Activity Losses for Tax-Deduction Relevance

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Tax Planning
BY Spectrum Wealth Management | Mar 2, 2023

From Investopedia: 20 Medical Expenses You Didn’t Know You Could Deduct

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