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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? Our goal is to help you achieve financial independence. . As personal financial advisors, we start by analyzing your current position and forming a ...

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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? Our goal is to help you achieve financial independence. . As personal financial advisors, we start by analyzing your current position and forming a ...

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Home | John Martin | compasswealthstrategies.net Reviews

https://compasswealthstrategies.net

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? Our goal is to help you achieve financial independence. . As personal financial advisors, we start by analyzing your current position and forming a ...

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compasswealthstrategies.net

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Team | John Martin

http://www.compasswealthstrategies.net/team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Are you ready for retirement or not? Are my investments working hard enough? What’s the best approach for college savings? What are the elements of a sound estate strategy? Click to read more.

2

Tax | John Martin

http://www.compasswealthstrategies.net/resource-center/tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Making Your Tax Bracket Work. What If You Get Audited? When y...

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FAQ | John Martin

http://www.compasswealthstrategies.net/p/faq

1 What is balanced Wealth Management? Balanced Wealth Management combines prudent investment strategies and coordinates this with a comprehensive evaluation process. By combining these efforts we try to help you better protect, preserve and transfer your assets for you and for your loved ones. This often includes tax planning, retirement planning, estate planning, risk management and having important documents in order. 2 Can Compass Wealth Strategies work with my current accounts and holdings? A relaxed...

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keeping-up-with-the-joneses

http://www.compasswealthstrategies.net/resource-center/money/keeping-up-with-the-joneses

Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? The Power of Compound Interest. Learn how to harness the power of compound interest for your investments. US Personal Savings Rate. What can be learned from the savings rate? Your Cash Flow Statement. A presentation about managing money: using it, saving it, and even getting credit. Have A Question About This Topic? Cetera is under separate ownership from any other named entity.

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We provide assistance in the following areas:. Check the background of your financial professional on FINRA's BrokerCheck. Securities and advisory services offered through Cetera Advisor Networks LLC. Cetera is under separate ownership from any other named entity. Registered to sell securities in the following States: New York. Registered for Advisory Services in the following States: New York. Licensed to sell insurance in the following States: New York. 1070 Floribunda Way - Suite D.

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Home | John Martin

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? Our goal is to help you achieve financial independence. . As personal financial advisors, we start by analyzing your current position and forming a ...

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