Eric Swanson

    doctor with tablet and senior patient reviewing Medicare changes for 2026

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    Medicare Changes in 2026

    EP Wealth advisors share important Medicare updates for 2026 to help...

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    What to Do With Your Tax Refund
    What to Do With Your Tax Refund

    As a Certified Financial Planner™, I am often asked by clients, “what’s the best way to use my tax...

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