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Newsletters


The E-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.


Mid-Year Planning: Tax Changes to Factor In
Investing to Save Time Boosts Happiness Returns
Marriage and Money: Taking a Team Approach to Retirement
What is the employment situation report, and why is it important to investors?
What is gross domestic product, and why is it important to investors?


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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.

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