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Eric J. Bergenn, Financial Planner

Useful Links

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Featured Content

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
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Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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