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Jason T. Micheli, PhD

Jason T. Micheli, PhD

Jason T. Micheli, PhD will help you learn how to invest smarter, lower your taxes, manage your risk, and achieve your financial goals.

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Your finances don’t have to be confusing.

Learn how to invest smarter, lower your taxes, manage your risk, and achieve your financial goals.

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Popular Articles

Essential Components of a Complete Financial Plan

Clients frequently seek financial guidance in order to get assistance in making wise investment …

How an HSA Can Boost Your Retirement Savings: The Surprising Benefits of a Health Savings Account

A Health Savings Account (HSA), can be a great way to save for retirement beyond the typical …

4 Costly Roth Conversion Mistakes: How to Avoid Them

A Roth conversion can be a great way to save on taxes in retirement, but it’s important to …

How to Rebalance Your Portfolio for Optimal Investment Returns

It’s important to rebalance your portfolio on a regular basis in order to maintain optimal …

Asset Location: The Proven Strategy to Maximize Retirement Income

When it comes to retirement planning, one of the most important decisions you will make is how to …

The 3 Best Uses for Your Tax Refund: How to Make Permanent Improvements to Your Finances

When you receive your tax refund, the best thing you can do is put it to good use. There are a …

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