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Morton Capital is a Registered Investment Advisory firm committed to empowering and educating clients and community members, on financial matters, wealth management, and the choices that will help them Get the Most Life out of Their Wealth™. Our goal is to make this information clear and accessible to everyone. Clients often come to us asking, “How much do I need to save for retirement?” This session addresses this question by focusing on smarter ways to save, how to more efficiently invest those savings, and how to balance your normal expenses with future costs.Paying for insurance is not fun for anyone. But knowing what your insurance policy covers is crucial to making sure it’s money well spent. We will go over the “when and when not to” rules on buying life and long-term-care insurance policies.

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