Pre-Retirement Checklist
This pre-retirement checklist breaks down the 3 key steps you should follow in order to make sure you’re truly ready to retire with confidence.
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Author: Greg Phelps, CFP®, CLU®, AIF®, AAMS®
What Does A Financial Advisor Do?
What comes to mind when you think of hiring a financial advisor? Stress and anxiety or peace and...
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Coronavirus Craziness! Investing with the virus
Are you worried about the Coronavirus and your financial and retirement planning? YOU’RE NOT ALONE! Should you buy more stock . . . or stay to the sidelines? I discuss Coronavirus and your money in this webinar.
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3 Keys To Knowing “Are Financial Advisors Worth It?”
Are financial advisors worth it? Maybe . . . maybe not!
To know if a financial advisor is worth it you need to first understand if you can do it yourself, then assess the fees your financial advisor will charge and finally the value that your financial advisor can add.
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The Secure Act Changed Your Required Beginning Date For ira Required Minimum Distributions
The Secure Act passed in 2019 and it dramatically changed your required beginning date for IRA required minimum distributions. Here’s what you need to know to avoid a 50% penalty!
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