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The E-Newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.

Government Report Details Household Finances
The Standard Deduction and Itemized Deductions After Tax Reform
Four Points to Consider When Setting a Retirement Income Goal
What are some tips for creating a budget and sticking to it?
What are some strategies for paying off credit card debt?

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 OLIVER Financial Services. //// Tax Advice Disclosure: To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained in this communication (including any attachments), unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein.
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This communication is strictly intended for individuals residing in the state(s) of OH. No offers may be made or accepted from any resident outside the specific states referenced.

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