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Blog

Danielle Gates | Nov 4, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Danielle Gates | Nov 2, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Danielle Gates | May 26, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Nicole Emery | Oct 12, 2021

October 12th is National Savings Day - Are you Saving Enough?

National Savings Day may not be one of your favorite holidays, but it is definitely a day worth recognizing. Determining how much you should be saving depends

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Nicole Emery | Jul 1, 2021

D. Gates Wealth Management at 2021 CAMEO Grants Ceremony

D. Gates Wealth Management is proud to be a premier sponsor of CAMEO (Cooperative Associates Marketing Elderly Options) of Lee County, a group dedicated to the

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Nicole Emery | Jun 10, 2020

How to Start Aligning Your Money Life with Your Values

Are you putting your money where your values are? We all have the power to express and support our personal values in our money lives; specifically, in the ways

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