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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.


Dividend Investing: Small Payments Can Boost Returns
Quiz: Can You Answer These Social Security Benefit Questions?
The College Landscape After Tax Reform
What are the gift and estate tax rules after tax reform?
How has tax reform affected the generation-skipping transfer tax?


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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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Check the background of this financial professional on FINRA's BrokerCheck.