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Team Approach Understanding Your Goals Designed For You

Understanding Today’s Financial Environment

Welcome, I’m (your name), a financial organization in (your city and state). We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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We are a team of experienced professionals, ready to help with your financial issues and concerns.

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Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

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Helpful Content

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

 

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Surprises

Making the most of surprises is a great reason to work with us.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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