Meredith Rosen

Holiday Shopper Report – 2024 Edition

December 2, 2024

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How Much Risk Should I Tolerate from an Investment Management and Financial Planning Perspective?

January 21, 2024

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Charitable Giving

January 14, 2024

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Leaving Money to the Next Generation

January 13, 2024

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Updating or Refreshing My Estate Planning Documents

January 12, 2024

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Understanding Financial Aid: The FAFSA Process

January 8, 2024

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Reverse Mortgage Basics

January 5, 2024

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Holiday Shopper Report – 2023 Edition

November 28, 2023

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Back-to-School

August 11, 2023

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Holiday Shopper Report – 2022 Edition

November 28, 2022

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Consumer Update March 2022

March 22, 2022

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Holiday Shopper Report – 2021 Edition

November 29, 2021

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Holiday Shopper Report – 2020 Edition

November 30, 2020

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Holiday Shopper Report – 2019 Edition

December 2, 2019

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Summer Sizzle

July 5, 2019

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Holiday Shopper Report – 2018 Edition

November 26, 2018

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Holiday Shopper Report – 2017 Edition

November 27, 2017

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Bedell Frazier Holiday Shopper Report: 2016 Edition

November 28, 2016

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