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Firm Announcement

Lindsay Glassman Obtains Her Certified Divorce Financial Analyst (CDFA®)

May 18, 2023

Landmark Wealth Management is pleased to announce that Lindsay J. Glassman, Vice President of Advisory Services, is now a Certified Divorce Financial Analyst® (CDFA®).

Firm Announcements

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Wealth Insights

The Debt Ceiling and Deficit Spending

April 4, 2023

As the national debt increases, raising the debt ceiling is becoming a more contentious issue for lawmakers.  The only way to change the trajectory of increasing debt levels is to increase revenue, reduce spending, or both. 

Market UpdateTax Planning

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Wealth Insights

Q1 ECONOMIC & MARKET INSIGHT

March 31, 2023

Despite positive returns, uncertainty remains elevated for both the economy and markets.

Market Update

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Wealth Insights

The Fed Works in (Not So) Mysterious Ways

March 8, 2023

Landmark breaks down the origin, structure and goals of the Federal Reserve

Retirement Planning

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Wealth Insights

Retirement Investors Get a Boost from Washington

January 25, 2023

Read on for highlights from SECURE 2.0

Retirement PlanningTax Planning

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