Dan Federman

    Senior couple communicating with financial advisor while having consultations with him in the office

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    Do You Need a Trust?

    A trust is a powerful estate planning tool that protects your assets...

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    A Guide to Tax-Advantaged Retirement Accounts
    A Guide to Tax-Advantaged Retirement Accounts

    Investing your hard-earned money in the right tax-advantaged retirement account can make all the...

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