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In the News

Castles and Moats Series

April/May/June 2017 Issue on General Financial Planning Strategies, Page 44

January/February/March 2017 Issue on Money Sense, Page 48

October/November/December Issue on Year End & Holiday Financial Planning Strategies, Page 50

July/August/September Issue on Summer Financial Planning Strategies, Page 38

April/May/June Issue on Setting Financial Planning Goals, Page 37

January/February/March Issue on 5 Year-End Financial Planning Strategies, Page 36

November/December Issue on The Best Way To Handle A Volatile Stock Market, Page 46

September/October Issue on Savings and Growth, Page 42

July/August Issue on Junk Drawer Financial Planning, Page 42

May/June Issue on Wealth Coordination, Page 40

March/April Issue on Tax Shelters, Page 40

January/February Issue on Real Estate, Page 36

December Issue on Collectibles, Page 40

October Issue on Stocks, Page 40

July/August/September Issue on Tax Deductible Strategies, Page 38

June Issue on Tax Free Strategies for Savings & Investing, Page 36

May Issue on Tax Deferred Retirement Strategies, Page 65

April Issue on Savings 2, Page 71

March Issue on Savings 1, Page 75

February Issue on Insurance Protection, Page 77

January Issue on Life Insurance, Page 81

December Issue on Ownership Strategies, Page 71

November Issue on Wills and Trusts, Page 79

October Issue on Social Security, Page 70

September Issue on Disability and Medical Insurance, Page 78

July/August Issue on Auto, Homeowners, and Liability Insurance, Page 90

June Issue on Castles and Moats framework, Page 82

Pertinent Financial Topics

May Issue “Is it Better to Inherit Assets or Receive them as a Gift?” page 86

April Issue “How to Lose 50% in a Single Day” page 95

March Issue “Riding the Financial Waves” page 86