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The Retirement Redzone

Jan 8, 2020

It looks like helping people plan for retirement might become a family tradition at Pennsylvania Wealth Management. This week, Jason’s joined by his teenage son, Caden, who plans to follow in his father’s footsteps as a financial advisor. They discuss New Year’s resolutions, the importance of tax planning in an election year and getting started on a retirement game plan in 2020. Drop us an e-mail with your questions for Jason at