Jeremy Lott, CFP®, CEPA®’s Post

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CERTIFIED FINANCIAL PLANNER™ practitioner | helping retirees transition & succeed | helping owners grow, acquire and exit | Trinity Strategic Wealth | Raymond James | 25 years experience | YouTube Channel = JeremyLottCFP

Planning for the possibility of long-term care and considering who will make decisions if you can't is not simply smart, it is necessary. And that planning now – before you have the need or are unable to share your wishes – is essential.

Protecting your Social Security payout

Protecting your Social Security payout

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