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Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues Video Series. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Mr Medina is responsible for the financial planning and investment areas ...

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Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues Video Series. Bridging the Confidence Gap. In the world of finance, the effects of the confidence gap can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Mr Medina is responsible for the financial planning and investment areas ...

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Home | Galo Medina | cfsinvestors.com Reviews

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Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues Video Series. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Mr Medina is responsible for the financial planning and investment areas ...

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Resource Center | Galo Medina

http://www.cfsinvestors.com/resource-center

Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues Video Series. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. Understanding tax strategies can potentially help you better manage your overall tax situation. 160;or its s...

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Retirement | Galo Medina

http://www.cfsinvestors.com/resource-center/retirement

Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues Video Series. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Should You Ever Retire? Investment Strategies for Retirement. What Is an Annuity?

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Tax Resources | Galo Medina

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

Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues Video Series. 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. The Monthly Market Update will inform you of the current market conditions. 160;or its sub...

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Money | Galo Medina

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

Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues Video Series. 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 Power of Compound Interest. Your Cash Flow Statement. Well, they are. US Personal Savings Rate.

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The 8 Wealth Management Issues® Video Series | Galo Medina

http://www.cfsinvestors.com/p/the-8-wealth-management-issues-video-series

Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues Video Series. The 8 Wealth Management Issues Video Series. This patented process centered on eight common wealth management issues enables Advisors to help clients make the most of their money while avoiding financial pitfalls. The Monthly Market Update will inform you of the current market conditions. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through HD Vest Investment Services. The HD ...

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100 Trade Center, Suite 670. Markets at a Glance. Cambridge Financial Services is a firm dedicated to. Assisting individuals and small businesses achieve their financial goals. HOT TOPIC: Full Employment: What Happens Now? The current employment picture and why the labor force may continue to hold back the U.S. economy. The Pros and Cons of Financing Options. Common types of financing that might be available to help small businesses expand or cover operating expenses. Investing in Your Values. Powered an...

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Home | Galo Medina

Who Is HD Vest? What Is Tax Alpha? The 8 Wealth Management Issues Video Series. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Mr Medina is responsible for the financial planning and investment areas ...

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Your pension, your way. Investing putting your money to work. Protecting Your Life & Lifestyle. Is your deposit earning the best interest rate? CFS Ireland was founded in Dublin in 2004 by Shane Brennan, Mark Haskins and Justin Prendergast. Click below to find out more about our story. CFS works with professional partners to provide comprehensive financial planning advice to individuals and small to medium sized businesses. Chartered Financial Solutions Ltd is regulated by the Central Bank of Ireland.