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29 West Main Street. Madison, Ohio 44057. The Fed and How It Got That Way. A quick history of the Federal Reserve and and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Concerns ov...

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29 West Main Street. Madison, Ohio 44057. The Fed and How It Got That Way. A quick history of the Federal Reserve and and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Concerns ov...

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Home | Covell Financial Services | bertcovell.com Reviews

https://bertcovell.com

29 West Main Street. Madison, Ohio 44057. The Fed and How It Got That Way. A quick history of the Federal Reserve and and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Concerns ov...

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bertcovell.com

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LPL Financial

http://www.bertcovell.com/p/lpl-financial

29 West Main Street. Madison, Ohio 44057. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:. Comprehensive clearing and compliance services. Practice management programs and training. For more information about LPL Financial, visit www.lpl.com. As reported in Financial Planning magazine 1996-2012, based on total revenues. Check the background of your financial professional on FINRA's BrokerCheck.

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Useful Links

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29 West Main Street. Madison, Ohio 44057. We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. Check the background of your financial professional on FINRA's BrokerCheck. Securities and advisory services offered through LPL Financial. A registered investment advisor, member FINRA. 29 West Main Street.

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Tax Resources | Covell Financial Services

http://www.bertcovell.com/tools/tax-resources

29 West Main Street. Madison, Ohio 44057. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. A registered investment advisor, member FINRA.

4

Investment | Covell Financial Services

http://www.bertcovell.com/resource-center/investment

29 West Main Street. Madison, Ohio 44057. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Should You Invest in Exchange Traded Funds? Keys to Investing for Retirement. Knowin...

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Estate | Covell Financial Services

http://www.bertcovell.com/resource-center/estate

29 West Main Street. Madison, Ohio 44057. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Principles of Preserving Wealth. When Special Care Is Needed: The Special Needs Trust. The right e...

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Home | Covell Financial Services

29 West Main Street. Madison, Ohio 44057. The Fed and How It Got That Way. A quick history of the Federal Reserve and and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Concerns ov...

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