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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Investment Retirement Planning

Investment Retirement Planning

The Financial ABC’s of Retirement Planning Model is simple to use and understand. The model will allow you to create liquidity, protect principle, protect income, and manage your risk.


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Retirement Planning Courses

Retirement Planning Classes

Three classroom courses teaching The Financial ABC’s of Retirement Planning Model, The Six Pillars of Retirement Income, and Maximizing Your Social Security. Learn why the ABC Model of Retirement Planning is so effective.

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College & Financial Aid Planning

College & Financial Aid Planning

A comprehensive college financial aid strategy to maximize the amount of need based aid that you may receive. Specializing in helping families navigate the confusing process of applying for financial aid.

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7 Principles of Long-Term Investing

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Asset Allocation

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

 

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5 Smart Investing Strategies

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

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

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