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Do you have questions about how to get money out of your IRA or 401(k) and pay the least amount of taxes? Do you need help deciding which pension or social security option if right for you and your spouse? Do you have questions about the mutual fund, annuity or insurance policy you just purchased? Are you paying too much in fees?

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Mark Fried on NBC 10

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Set Your Goals

Learn more about how we can help you realize your personal and financial goals.
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There are some amazing and frightening things going on in our world. If you don't understand how it will affect you then you are going to be in gigantic financial difficulty in the future.

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