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    • Dan Perrin – Biography
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    • Seniors Center Memorandum on Social Security
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Tag: financial planning

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Is an ESOP Part of Your Retirement Plan?

October 7, 2025October 7, 2025 josh stanleyFeatured Post, Updates

Employee stock ownership plans (ESOPs) are a highly popular tool for retirement planning. Many people use these to supplement their…

financial planning, retirement planning, senior finance
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Finding Balance in Retirement Between Frugality and Excess

May 4, 2025May 4, 2025 josh stanleyFeatured Post, Senior health and fitness

Finding balance in retirement is crucial to ensure you enjoy your golden years without unnecessary stress. While being overly frugal…

financial planning, Money management, retirement planning

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