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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.


Quiz: Financial Facts That Might Surprise You
Going Public: An IPO's Market Debut May Not Live Up to the Hype
Protect Your Heirs by Naming a Trust as IRA Beneficiary
I received a large refund on my tax return this year. Should I adjust my withholding?
What is the difference between a tax deduction and a tax credit?


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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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