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Jonathan J Macko CFP®
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How Sequence of Returns Can Affect Your Retirement Savings
Social Security: When Should You Claim Retirement Benefits?
A Tiered Investment Strategy
Taking a Financial Inventory
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Retiring in a Down Market? Don’t Panic
The Inflation Experience is Painful – and Personal
Three Ways to Help Simplify Your Finances
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What Key Estate Planning Tools Should I Know About?
What Is an Indexed Annuity?
Flipbooks
Understanding Social Security and Medicare: America’s Retirement Safety Net
Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
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Is There Such a Thing as a Tax-Free Investment?
What Is the History of the Federal Estate Tax?
What Is the Gift Tax?
What Tax-Advantaged Alternatives Are Available?
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Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Cash Flow Analysis
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Jonathan J. Macko CFP®
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Address:
100 Dunbar Street, Suite 116
Spartanburg
,
SC
29306
Phone:
864-266-8605
E-mail:
jmacko@excelsiorwp.com
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