THE WEALTH STRATEGIST
January 25, 2006  Volume 1 | Issue 4
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Successful Succession

Aaron P. Sevigny, CEP, CSA

Many successful entrepreneurs have dedicated the vast majority of their time and efforts towards the development and growth of their business.  In the process they often overlook succession and retirement planning opportunities which are crit...

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Medicare's Prescription Drug Plan

Steven T. Merkel, CFP®, ChFC

One of the primary concerns of retired individuals is the rising cost of medical expenses and prescription drugs.  Beginning January 1, 2006, Medicare is now offering a prescription drug coverage plan to individuals covered under Medicare cal...

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