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In The Money Retirement Planning

Marc Lowe CFP®

In The Money Retirement Planning LLC

Financial Planning + Investments

Wealth Advisor

Fee-Only & Fiduciary

Registered Investment Advisor

Nearing Retirement

3 Essential Estate Documents in Connecticut

3 Essential Estate Documents in Connecticut

3 Essential Estate Documents in Connecticut

Nearing Retirement

Sep 195 min read

New 2025 Non-Itemized Tax Deductions You Need to Know About

New 2025 Non-Itemized Tax Deductions You Need to Know About

New 2025 Non-Itemized Tax Deductions You Need to Know About

Nearing Retirement

Aug 254 min read

Where the World’s Centenarians Live (2025 Edition)

Where the World’s Centenarians Live (2025 Edition)

Where the World’s Centenarians Live (2025 Edition)

Nearing Retirement

Aug 224 min read

Private Equity Companies: A Quiet Financial Buyer in the Business Marketplace

Private Equity Companies: A Quiet Financial Buyer in the Business Marketplace

Private Equity Companies: A Quiet Financial Buyer in the Business Marketplace

Nearing Retirement

Aug 16 min read

EU Trade Deal Update

EU Trade Deal Update

EU Trade Deal Update

Nearing Retirement

Jul 305 min read

The “One Big Beautiful Bill Act” (OBBBA): What the 2025 Tax Law Means for Your Financial Plan

The “One Big Beautiful Bill Act” (OBBBA): What the 2025 Tax Law Means for Your Financial Plan

The “One Big Beautiful Bill Act” (OBBBA): What the 2025 Tax Law Means for Your Financial Plan

Nearing Retirement

Jul 185 min read

Original Medicare vs. Medicare Advantage: What Retirees Need to Know

Original Medicare vs. Medicare Advantage: What Retirees Need to Know

Original Medicare vs. Medicare Advantage: What Retirees Need to Know

Nearing Retirement

Jul 105 min read

Safe holding money

Safe holding money

Money Market Funds vs. Certificates of Deposit: Understanding the Differences

Nearing Retirement

May 225 min read

The Danger Zone: Managing the Risk of Concentrated Company Stock & RSUs

The Danger Zone: Managing the Risk of Concentrated Company Stock & RSUs

The Danger Zone: Managing the Risk of Concentrated Company Stock & RSUs

Nearing Retirement

May 154 min read

Your Guide to Roth Conversions

Your Guide to Roth Conversions

Your Guide to Roth Conversions

Nearing Retirement

May 147 min read

Fear Driven Headlines: How the Financial News Media Benefits from your Attention

Fear Driven Headlines: How the Financial News Media Benefits from your Attention

Fear Driven Headlines: How the Financial News Media Benefits from your Attention

Nearing Retirement

May 133 min read

How to Protect Your Home from Medicaid Estate Recovery in Connecticut

How to Protect Your Home from Medicaid Estate Recovery in Connecticut

How to Protect Your Home from Medicaid Estate Recovery in Connecticut

Nearing Retirement

May 97 min read

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