CrossleyShear Wealth Management’s Quarterly Newsletter

Summer 2021

From the Desk of Dale Crossley and Evan Shear

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The Outlook for Vaccines, Variants and Elusive Herd Immunity

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Making the Most of Medicare's Open Enrollment Period

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Did You Know 529s Are Powerful Estate Planning Tools?

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Don't Underestimate One of Your Most Precious Resources... Time

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Grilled Halibut with Tomatoes and Hearts of Palm

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