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New Retirement Contribution Limits for 2023

New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.
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Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
Jeffrey Jock

Jeffrey Jock, CFP®

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3435

John Kirwan

John Kirwan

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3437

Kevin Witmer

Kevin Witmer

Wealth Advisor, CUSO Financial Services, L.P.

315.728.5353

Shaun Kimball

Shaun Kimball, CLU®, LUTCF®

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3436

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