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Retirement

  • Family & Lifestyle / Financial Planning / Retirement / Video

    Take 5: We Are Not Budget Cops (Here’s What We Actually Do)

    Take 5: We Are Not Budget Cops (Here’s What We Actually Do)

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  • Estate & Charitable Giving / Family & Lifestyle / Financial Planning / Retirement

    Planning Ahead to Better Care for Aging Parents

    Planning Ahead to Better Care for Aging Parents

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  • Financial Planning / Retirement

    Insecurity with Social Security – Addressing the Most Common Concerns

    Insecurity with Social Security – Addressing the Most Common Concerns

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    Good News for Workers Covered by a Public Pension – The Social Security Fairness Act

    Good News for Workers Covered by a Public Pension – The Social Security Fairness Act

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    What’s the latest on the State of Social Security?

    What’s the latest on the State of Social Security?

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9750 Ormsby Station Rd.
Suite 102
Louisville, KY 40223

(502) 805-3000

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  • About Us
    • The SWA Difference
    • Meet Our Team
    • Who We Serve
  • Client Experience
    • Becoming A Client
    • Ongoing Relationship
  • Services
    • Financial Planning
    • Investment Management
    • Implementation
  • Resources
    • Insights
    • Financial Planning Foundations
    • Calculators
    • CRS Form
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