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Michele Berson
Nov 8, 20211 min read
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Michele Berson
Oct 4, 20213 min read
Are Social Security Benefits a Form of Socialism?
After all, the program is wholly run by the government. “Socialism” is a loaded word in the United States. In this country, capitalism is...
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Michele Berson
Sep 21, 20212 min read
Not sure what to do?
I am talking wealth and investing, but honestly, this applies to life as well. It is about knowing yourself and who you are or who you...
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Michele Berson
Jun 29, 20211 min read
INTO THE GREAT UNKNOWN
I never realized how apt the tagline 'creating financial security in a changing world" would be. The real concern isn't bull vs. bear...
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Michele Berson
Apr 27, 20211 min read
Cost Of Living Adjustments COLA from IRS for 2021
A few Cost of Living Adjustments for 2021
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Michele Berson
Apr 27, 20211 min read
What is a Required Minimum Distribution (RMD)?
Help me with understanding my required minimum distribution (RMD)?
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Michele Berson
Dec 16, 20203 min read
What's in your wallet this holiday season?
So many cards so little time. What's a girl to do? It is hard to determine which is the best credit card that you should be using.
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Michele Berson
Nov 20, 20201 min read
How do you hire the right financial advisor?
How do I hire the right financial advisor?
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Michele Berson
Nov 20, 20201 min read
I don’t need a financial advisor. Right?
Well if you agree that you don’t need a financial advisor then you wouldn’t be alone in that assumption. In fact, as a financial advisor...
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Michele Berson
Oct 1, 20202 min read
Setting a Retirement Savings Goal
Do you know how much to save?
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Michele Berson
Oct 1, 20203 min read
What’s Required of the Executor of an Estate?
Do you know what to expect?
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Michele Berson
Oct 1, 20203 min read
What Is Asset Allocation?
Do you know where you are going?
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