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Thursday October 18, 2018

Exciting events are happening at The Family Tree
Our News
Thank you for your interest in The Family Tree. Our hope is to serve you and your family with helpful information.
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IRA and 401(k) Designated Beneficiary Options
Personal Planner
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start...
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How to Recognize and Prevent Financial Scams
Savvy Living
Can you provide some tips on how to protect seniors from financial scams? My 76-year-old aunt was recently...
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Social Security Benefits Increase by 2.8% in 2019
Washington News
The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019....
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