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  • Government Report Details Household Finances
    Every three years, the Federal Reserve sponsors the Survey of Consumer Finances (SCF), which
  • New Blended Retirement System for Military
    Beginning January 1, 2018, the government introduced a new military retirement system that blends a defined benefit annuity with a defined contribution plan through the
  • Four Tips for Downsizing in Retirement
    Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting and
  • Will a government pension reduce my Social Security benefits?
    If you earned a government pension from a job not subject to Social Security tax withholding ("noncovered employment") and are also eligible for
  • What are some tips for creating a budget and sticking to it?
    It's a common problem for many individuals — wondering exactly where your paycheck goes each month. After paying expenses, such as your mortgage,
    
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 This message is provided by The Financial Well, Inc. for informational purposes and should not be construed as a solicitation or offer to buy or sell any securities or related financial instruments.

This communication is strictly intended for individuals residing in the state(s) of FL. No offers may be made or accepted from any resident outside the specific states referenced.