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  • Earnings Season: What Investors Can Take Away from Corporate Reports
    Publicly traded companies are required to report their financial performance to regulators and shareholders on a quarterly basis. Earnings season is
  • Five Times in Your Life When You Might Need Help with Your Finances
    As you move through different stages of life, you will face new and unique financial situations. Did you just get engaged? Perhaps you are wondering
  • Balancing 401(k) and HSA Contributions
    If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage of them. Determining how much to
  • What health services aren't covered by Medicare?
    Original Medicare — Part A hospital insurance and Part B medical insurance — offers broad coverage, but many services are not covered.
  • How much will health care cost?
    Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline. These are the estimated savings required for an
    
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 Securities and investments advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Tax services offered by Rich Morris are independent of SagePoint Financial, Inc. Insurance services offered through First Financial Investments and Insurance.  All entities listed are unaffiliated.
 
Bob Frank is licensed in the following states; AR, AZ, CO, FL, IA, IL, KS, MD, NE, NJ, OK, OR, and SD. Rich Morris is licensed in the following states: CO, IA, IN, KS, MA, NE, and NY.
 


Check the background of this financial professional on FINRA's BrokerCheck.