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Where is the money?

The Journal Times, To Your WealthBy Justus Morgan, CFP®September 18, 2018

It’s a good reminder to be vigilant about where the money in your investment accounts is actually held.

Recognizing financial elder abuse

The Journal TimesBy Michael Haubrich, CFP®February 9, 2017

Sadly, financial elder abuse and exploitation happens and often goes unreported. Read more about recognizing potential abusive situations and what you can do to protect yourself or your loved ones.

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