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Podcasts, Presentations & Downloads

Financial Planning Perspectives Archive

  • The Federal Estate Tax Might Be Taking a Holiday, But Keep an Eye on Your State’s Estate and Inheritance Tax Policy
  • How to Get 2010 Off to a Great Financial Start
  • 10 Money Steps to Take When Someone in the Family is Facing a Serious Health Crisis
  • 10 Ways to Help Your Kid Build a Lifetime Emergency Fund
  • Stepping in Financially for an Older Relative at a Time of Need
  • When Doing Your Own Taxes Makes Sense 

About Us

  • About Len Cohen
  • Teamwork
  • Our Process
  • Our Services
  • Holistic Approach
  • Social Security Analysis
  • FAQs
  • Podcasts / Presentations / Downloads
  • Our Location
  • Tell A Friend
  • Links / Resources
  • Client View Access
Contact Us

9083 Shady Grove Court
Gaithersburg, MD 20877

Phone: 301.963.8820
Fax: 301.963.3733

jill @cfservicesgroup.com
Map and Directions

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. 

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  CF Services Group, Inc. and Cambridge are not affiliated.

Licensed to sell securities in MD, VA, DC, MA, MI, TX, NC, and CA.