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  • Three Regrets of Retirees
    A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to
  • Ten Year-End Tax Tips for 2019
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • Tips for Managing Your Holiday Spending
    Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities to overspend. Here are some tips
  • What are continuing care retirement communities?
    Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a single campus. CCRCs
  • Do independent living communities differ from CCRCs?
    Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require little
    
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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.