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Forty years of experience tells me to protect my family today
There is a lot of scary uncertainty and appropriate anxiety pressing down on all sides today. Russia's invasion of Ukraine is something I...

Serious Money Ohio
Mar 7, 20221 min read
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What is asset-location planning and is it important?
Imagine you have a Roth IRA, a 401(k) at work and a brokerage account. A fairly typical situation these days. You are 65-years old and...

Serious Money Ohio
Mar 1, 20222 min read
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