Broker Check

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2024 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

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
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An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.
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What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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