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Life Events
Life is full of changes, and surprises. Use these guides to help you make sound financial decisions.
Getting Married
Becoming a Parent
Preparing for College
Developing a Financial Plan
Dealing with Your Bank
Improving Your Credit
Choosing A Professional
Buying Insurance
Getting a Loan
Planning For Retirement
Buying & Maintaining A Car
Buying & Selling A Home
Planning Your Estate
Making Charitable Contributions
Avoiding Scams
Getting Divorced or Becoming Widowed
Coping with Major Illness
Coping with Death of a Loved One
Improving Your Retirement
Handling Other Situations
Geller, Ragans, James, Oppenheimer & Creel
111 North Orange Avenue, Suite 1100
Orlando, FL, 32801
Phone: (407)425-4636
info@orlandocpa.com
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