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2023 Market Updates
Educational Videos
Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views & opinions expressed are based on current economic & market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities & Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Bradshaw Rogers Financial Planners & United Planners are not affiliated. United Planners & its representatives do not offer tax or legal advice.
Educational Insights

Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
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Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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