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Strollo & Associates
*Offering advisory services through Eagle Strategies LLC, a Registered Investment Adviser
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What are the tax advantages of an annuity?
Taxable vs. tax-advantaged savings?
How will retirement impact my living expenses?
How much should I save to reach my goal?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.