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  • Author: Jim Wood

Financial Planning, Retirement Planning

Have you had a Second Opinion?

[thrive_headline_focus title=”Have you had a Second Opinion?” orientation=”left”]   You probably get a regular ...

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Financial Planning, Investment Planning, Retirement Planning

Rolling Over Your 401(k) to an IRA

[thrive_headline_focus title=”Rolling Over Your 401(k) to an IRA” orientation=”left”]   Changing jobs or retiring ...

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Financial Planning, Investment Planning, Retirement Planning

PORTFOLIO RISK MANAGEMENT or Can you sleep at night?

[thrive_headline_focus title=”Can You Sleep At Night?” orientation=”left”] When choosing an investment or an investment ...

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Financial Planning, Investment Planning

Four Keys to Successful Investing

[thrive_headline_focus title=”Four Keys to Successful Investing” orientation=”center”] Warren Buffet On September 8, 2015  Beverly ...

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Financial Planning, Retirement Planning

Planning for Long Term Care

[thrive_headline_focus title=”Planning for Long Term Care” orientation=”left”] Living Long.   We are, and that is ...

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