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Julie Heath | Dec 30, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Hand holding a page with several charts on it
Julie Heath | Dec 30, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Julie Heath | Dec 27, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Julie Heath | Dec 8, 2021

Medicare in 2022: What You Need to Know

Medicare premiums are increasing in 2022. Here are the changes to be aware of.
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Julie Heath CPA CFP®
3485 Taylor Road
Loomis, CA 95650
Tel 916-652-1379
Fax 916-652-9228
Email jaheath@heathcpa.net

     

Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Julie A Heath and GWN Securities, Inc. are separate companies.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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