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Blog

A person walking on stone steps on an outdoor pond.
Steven Mark Clott | Mar 6, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings
If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common.
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Two people working at a table in an office using a calculator.
Steven Mark Clott | Mar 6, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come?
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Havertown, PA 19083-2305

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Steve Clott CFP®, CPA

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info@steveclott.com

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Securities are offered through Dedicated Investment Advisers, LLC   (Steve Clott, Managing Member) available nationwide.
Insurance offered through Dedicated Insurance Advisers, LLC (Steve Clott, Managing Member) available PA, NJ, DE

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