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Financial Confidence for the Future. Prepare For Tomorrow, Today. Wealth Building and Preservation Strategies. We offer a full range of investment and financial services and have access to a wide array of solutions. As an independent firm, we only offer unbiased recommendations. We are dedicated to our community and strive to build long-lasting relationships with our clients, offering personal attention and frequent communication and education. Estimating the Cost of College. Is your estate in order?

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Financial Confidence for the Future. Prepare For Tomorrow, Today. Wealth Building and Preservation Strategies. We offer a full range of investment and financial services and have access to a wide array of solutions. As an independent firm, we only offer unbiased recommendations. We are dedicated to our community and strive to build long-lasting relationships with our clients, offering personal attention and frequent communication and education. Estimating the Cost of College. Is your estate in order?

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Home | Braintree Investment Services | braintreeinvestments.com Reviews

https://braintreeinvestments.com

Financial Confidence for the Future. Prepare For Tomorrow, Today. Wealth Building and Preservation Strategies. We offer a full range of investment and financial services and have access to a wide array of solutions. As an independent firm, we only offer unbiased recommendations. We are dedicated to our community and strive to build long-lasting relationships with our clients, offering personal attention and frequent communication and education. Estimating the Cost of College. Is your estate in order?

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braintreeinvestments.com

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Glossary

http://www.braintreeinvestments.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

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Estimating the Cost of College

http://www.braintreeinvestments.com/resource-center/investment/estimating-the-cost-of-college

Estimating the Cost of College. Public Costs. Average in–state tuition and fees for public four-year institutions was $9,410 for the 2015-2016 school year. Out-of-state tuition for these same institutions averaged $23,893. Source: College Board, 2015. It doesn’t take a degree in finance to see the cost of college continues to rise. Source: College Board, 2015. If you’ve already put money away for college, the worksheet will take that amount into consideration. If you haven’t, it’s n...There are a number ...

3

Volunteering in Retirement

http://www.braintreeinvestments.com/resource-center/retirement/volunteering-in-retirement

8220;This generation got no destination to hold. We are volunteers of America”. By Jefferson Airplane¹. Those of a certain age will recall these Jefferson Airplane lyrics as a call to action, though for a different period and place. Even with the passage of time and through a lifetime of changes, the desire of baby boomers to make an impact on the world has not diminished. Is this something you want to do locally, around the nation, or even the globe? There are plenty of resources to get a good view of t...

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Money

http://www.braintreeinvestments.com/resource-center/money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Your Cash Flow Statement. Well, they are.

5

Lifestyle

http://www.braintreeinvestments.com/resource-center/lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. Using smart management to get more of what you want and free up assets to invest. To Catch a Thief.

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Home | Braintree Investment Services

Financial Confidence for the Future. Prepare For Tomorrow, Today. Wealth Building and Preservation Strategies. We offer a full range of investment and financial services and have access to a wide array of solutions. As an independent firm, we only offer unbiased recommendations. We are dedicated to our community and strive to build long-lasting relationships with our clients, offering personal attention and frequent communication and education. Estimating the Cost of College. Is your estate in order?

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