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    • Infographic
Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
Tax Planning
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Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
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Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
Infographic: Shred me, shred me not
Which documents to keep and which to toss safely.
Technology & Innovation
Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
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What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
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  • 122 Uptown Drive Suite 401 Bay City, MI 48708
  • T: 989.391.3790
  • F: 833.514.7240
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