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  • Karageorge Wealth Management
    1096 E State St Athens, OH 45701-2121 TF: 800.676.7784 T: 740.593.3306 F: 740.592.3753
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Making the Most of Medicare's Open Enrollment Period
Open enrollment extends from Oct. 15 to Dec. 7. Ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
When Markets Are Down, What Should You Do About RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity
Read
View
Navigating Medicare [INFOGRAPHIC]
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
Weekly Investment Strategy
8/27/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
4 Ways to Create a Meaningful Family Legacy
Legacy planning that goes beyond finances can help us live with intention.
Family & Lifestyle
Listen
Let’s Decode the Most Important Social Security Factors
Your individualized Social Security strategy should reflect your life expectancy, work history, spousal situation and tax profile.
Retirement & Longevity
Read
Risks to Your Retirement Income
Learn more about risks related to healthcare, taxes and the market.
Retirement & Longevity
View
Ideas to Take Your Generosity Further [INFOGRAPHIC]
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
Estate & Giving
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
Estate & Giving
Who Should You Choose to Execute Your Estate?
When selecting a personal representative, consider the role's many responsibilities.
Estate & Giving
Weekly Market Guide
8/13/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

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  • Karageorge Wealth Management
  • 1096 E State St Athens, OH 45701-2121
  • TF: 800.676.7784
  • T: 740.593.3306
  • F: 740.592.3753
  • Map & Directions
  • Map & Directions

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