Discover Your Options

Monday, 16 September 2019

Discover Your Options

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Continue Reading to learn more about our No Obligation. 15-Minute Discovery Call.

 

15 minutes could be the change for which you've been looking.

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How to Include Charitable Giving in Your Financial Plan

Friday, 09 August 2019

How to Include Charitable Giving in Your Financial Plan

Are you someone that would love to give more but just haven’t found the time? Do you catch yourself giving at the end of the year, be it because the holiday season motivates or the year-end tax deadlines draw near? You wouldn’t be alone, nearly 1/3rd of giving happens in December annually. But charitable giving does not have to come with the jingle of sleigh bells and snow, instead, it can be folded into your yearly budget. The beauty of charitable giving is that it isn’t exclusively for the ultra-rich philanthropist set either. Philanthropy can be for everyone, regardless of tax bracket. In this article, we will go over some tips on how to make giving a part of your routine.

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What did we learn during the 10 year Bull Market?

2020 will mark 10 full years of the bull market in US stocks. While this is a remarkable trend, it will be important to hold on to some key takeaways from this period of time when cloudier skies inevitably come.
Thursday, 01 August 2019

What did we learn during the 10 year Bull Market?

Here are five important lessons we have learned in the last 10 years.

1.     When the going gets tough, do nothing

Anyone who braved the meltdown, zigged when everyone zagged and put money IN to the market in 2008-09 can tell you that it was a good gamble. During the banking crisis when everything tumbled to historic lows, most people thought it was the end of the world. They pulled their money and cut their losses. But those who rode it out are fancy-free these days. See the initial investments made then skyrocket over the last decade. Investors who “took the money and ran” ended up locking in on those losses. They kept their cash, which inevitably loses value from inflation, and guaranteed that re-entry into the market when and if they did so would be at a premium. It took years to recover, but it happened and then some.

 

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Are you Rocking Retirement!?

You’re saving, you’re working, and simultaneously, you’re worrying that you won’t have enough at the end of the day to support your retirement.
Monday, 22 July 2019

Are you Rocking Retirement!?

Sound familiar? When 45 % of Americans feel they don’t have enough to retire comfortably. Or when reliable sources say you need over a million dollars, but the majority of folks live off of Social Security, it makes sense to worry. But what if there was another way, another perspective, to explore in regards to your retirement?

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Is Tax Planning Missing in Your Retirement Planning?

Friday, 19 July 2019

Too many retirees believe that they don’t have to do any planning in retirement. They spent years saving for their retirement and now they think they can coast. WRONG! There are hidden tax traps waiting for the unsuspecting.

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Retirement Wealth Strategies is an independent business from Cambridge. Investment Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of Florida, Georgia, Kentucky, Michigan, Minnesota, Nevada, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Tennessee, West Virginia, and Wisconsin. No offers may be made or accepted from any resident outside the specific state(s) referenced. Powered by AdvisorFlex

 

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