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long term care – The Financial Preserve from Lonier Financial Advisory LLC
Conscientious Financial Planning and Retirement Income Management | 201-741-9528
from Lonier Financial Advisory LLC, Osprey, FL

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Individual Risk and Your Lifetime Financial Plan

If you’re fortunate to have lived a long while, you’ve probably worked hard and dodged or overcome any number of obstacles in the challenging race that has delivered you to the present. If you’re gazing ahead at retirement, you might hope the obstacles are fewer and far between, the horizon flat and sunny, maybe leading […]

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HSA’s and Taxes

One of the age-old myths of retirement planning is that your taxes will be so much less when you’re retired that they will not be as serious a planning issue as when you were working. This has certainly been part of the selling of 401k/403b and IRA tax-deferred accounts. There are, however, a few tax-traps […]

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