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“The perfect guide for anyone interested in making the most of their retirement years.”
—Bill Williams, Exec VP,
Ameriprise Financial Services, LLC

Mascot Books

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“An interactive, vivid, and enjoyable tale of sibling collaboration.” —Kirkus Reviews

Amazon

Barnes & Noble

Mascot Books

“A roadmap to financial success.”
—James Hiter, Jr.,
Financial Services Exec

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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