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Retirement

Caring for Aging Parents
Women on the Rise

Investment

Are You Ready for Your Portfolio to Make a Difference?
How Stocks Work
Estimating the Cost of College
How to Invest in LGBTQ+ Friendly Companies

Estate

Four Steps to Valuing an Estate

Insurance

Dog Bites Neighbor. Now What?
Teen Drinking and Your Liability
Making Sense Of A Home Warranty
Inventorying Your Possessions
Financial confidence boosters for women in midlife

Tax

Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
5 smart ways to spend your tax refund

Money

Weighing the Benefits of Prepaid Debit Cards
Your Emergency Fund: How Much Is Enough?
U.S. Personal Savings Rate

Lifestyle

Prevent a Rift: Money Tips for Newlyweds

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Office: (330) 265-2600

Office: (239) 970-9701

Fax: (330) 639-4140

5811 Pelican Bay Boulevard

Suite 302

Naples, FL 34984

FINRA series 6, 63, 65

david.ciccarelli@lfgco.com

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