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More articles by Michael Dunham, CFP®

  • Smart Moves to Make During a Market Downturn
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    This video reviews smart moves to make during a stock market downturn: Rebalance Portfolio Add Cash to your Portfolio…

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    What is Fee Tilting and Alternate Billing

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  • Moves to Improve your Credit Score
    Nov 27, 2024

    Moves to Improve your Credit Score

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  • Off to School: Guide to 529 Distributions
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    Off to School: Guide to 529 Distributions

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  • What is the SECURE Act 10 Year Rule?
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    What is the SECURE Act 10 Year Rule?

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    Five Action Items to Protect Yourself from Identity Theft and Cybercrime

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  • The Red Dot Chart
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  • Why Should I Delay Social Security?
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    Why Should I Delay Social Security?

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  • Compound Interest: The Power of Starting Early
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