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December 31, 2018

Happy New Year!

Morgan Marx, CFP® Uncategorized

Our office will be closed on Tuesday, Jan 1, 2019 and will resume normal hours Wednesday Jan 2.

Thoughts on End of Year Market Volatility New Year Resolution, SMART Goals or Neither? Tips for creating a 2019 goal that you can stick to.

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Synergy Financial Solutions

Recent Information

3 Key Questions to Help You Plan for Extended Care and Protect Your Family
What the Social Security Fairness Act Means for Your Retirement: Key Changes and Next Steps
Lessons from Jimmy Carter: Planning for a Longer Life with Guaranteed Income
More Than Money: How Planning Reflects Your Love and Responsibility
November Spotlight: Diabetes Awareness and Modern Longevity Planning

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