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Daily Archives: July 18, 2023

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Building a Solid Financial Foundation

Personal Finance, Starting Out, VideoBy Editorial TeamJuly 18, 2023

In this episode of Planning Priorities, Henssler Financial Associate Giuliana Barbagelata, CFP®, highlights three steps to taking control of your finances to gain financial stability.

The Overlooked Factor in Retirement Planning: Which Assets to Withdraw First

Case Study, Featured, Nearing Retirement, Retirement, TaxBy Editorial TeamJuly 18, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, help a couple of investors consider the most tax advantageous way to withdraw their retirement funds.

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