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Principles for a Successful Retirement [video]


  • Plan for a long(er) life and how to do it well
  • Create the plan you need for the retirement you want
  • Make an informed decision about Social Security
  • Understand health care costs
  • Minimize taxes to maximize retirement
  • Align your investment objective with your desired outcome
  • Understand loss aversion and stay invested

Scott Krase CGO
Scott Krase, Wealth Manager
Connor & Gallagher OneSource (CGO)

As featured on:



  • Investment Management
  • Retirement Planning
  • Tax Planning Strategies
  • Risk Management
  • Trust & Estate Strategies
  • Long Term Care Planning


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Investment Advisory services offered through Connor & Gallagher OneSource, a registered investment advisor.



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