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Eliot M. Weissberg, CFP®
Kim Nicholas, CFP®
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The Investors Center
70 East Main Street
Suite 5
Avon, CT 06001-3800
T: 860.677.8808
F: 860.677.8801
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Reasons to Roll
05.16.2023
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Markets & Investing
When you leave your job or retire, you have an opportunity to man...
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A Mortgage Recast Is an Alternative to Refinancing
05.16.2023
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Markets & Investing
If you would like to reduce your monthly mortgage payment without...
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How Taxes Impact Your Retirement-Income Strategy
05.10.2023
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Planning & Retirement
Retirees face several unique challenges when managing their incom...
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2023
May
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Markets & Investing
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