Money Matters with Deb & LaurieMoney Matters with Deb & Laurie
We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve ou…155 clip(s)
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In this episode, Deb and Laurie discuss crucial retirement planning strategies including Social Security claiming, tax-efficient withdrawals, Medicare IRMA surcharges, and the importance of a comprehensive financial plan. They emphasize the significance of proactive planning to maximize income and minimize surprises in retirement.
Reach out to Deb and Laurie at 800-932-5010 or
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Money Matters with Deb & Laurie
We believe that success is earned each day at a time by how we treat our clients, our advisors, our …Social links
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