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Newsletters


The newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.


Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
Managing Debt While Saving for Retirement
Examining the Taxpaying Population: Where Do You Fit In?
Is the Social Security Administration still mailing Social Security Statements?
What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?


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 Securities and advisory services offered through SagePoint Financial, member FINRA and SIPC. Tax and Accounting services offered through CPA Financial Group, Inc. CPA Financial Group is not affiliated with SagePoint Financial or registered as a broker/dealer or investment advisor. Sagepoint Financial Inc does not offer tax or legal advice.

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, MA, MI, MN, MS, MO, NE, NV, NJ, NY, NC, OH, OR, PA, SC, TX, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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