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Check out the following resources and let us know what questions you have:

A highly visual resource from J.P. Morgan with information on investing, spending, retirement

A financial roadmap highlighting the various seasons of life

A 2023 Tax Rate Schedule 

Charles Schwab series of retirement milestones you should know about

A document for your personal use to summarize important account information, contacts, etc for you to share with your family or personal representative

Check the background of this advisor on FINRA’s BrokerCheck.