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Blog

Cody Albrecht | Feb 16, 2021

Medicare in 2021: Here’s What You Need to Know

Health

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare

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coins in a cup with growing plant
Cody Albrecht | Feb 16, 2021

What are the Benefits of Saving Early?

For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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About Us

We are a multigenerational investment firm that is dedicated to helping families and businesses navigate an ever-changing financial world. We treat our clients like family and give them the support and personal service they deserve.
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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Valley Investment Planning and JWC/JWCA are unaffiliated entities.

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