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Plan for
Retirement

Manage your income and images to meet your retirement goals.

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Plan for
your Family

Put away money for your grandkids education, a new home, or that dream vacation.

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Investment
Planning

Plan for a better future by investing your money in the right financial products/plans.

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Save
Taxes

Manage your taxes with proper planning to save more money for your future needs.

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Set up an
Emergency Fund

Create a safety net to prepare for emergency expenses such as a major illness or home repairs.

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Manage
your Budget

Ensure you have enough money to take care of any liabilities or future expenses that you may incur.

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Planners Spotlight

All Financial Advisors listed are vetted and fee-only or fee-based professionals.
They offer a FREE initial consultation.

Neal Richards
Axiom Wealth Strategies

243 SW Scalehouse Loop
Ste 3B
Bend, OR 97702

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Larry Watts
Watts Wealth Management

1501 N. University, suite 218
Little Rock, AR 72207

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Chip Holston
LPL Financial

305 Fellowship Rd
Suite 105
Mount Laurel, NJ 08054

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Jeff Kernodle
Farther

2550 Meridian Blvd #200
Franklin, TN 37067

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Mark Josaitis
Barnwood Capital Management

176 Barnwood Drive Suite A
Edgewood, KY 41017

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Ronald Newton
Edelman Financial Engines, LLC

1485 South County Trail,
Suite 101
East Greenwich, RI 02818

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What is the Rule of 55 in Retirement, And How Does It Work?

By Financial Advisor Insights
-Jun 14th 2024

Most retirement accounts have rules about withdrawals. While you can start investing in accounts like the 401(k) at any point in your career, you can only draw your money after ...

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5 Things Financial Advisors Want You to Know About Planning for Retirement

By Financial Advisor Insights
-May 24th 2024

While retirement is the ultimate milestone, it can look different to different people. Personal values, outlook, age, generation, and other factors shape what retirement looks ...

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