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The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. The market is as unpredictable as the weather. We’d love to help you prepare. 8211; making your money work for you.

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Home | Emico Advisory Services | emicoadvisory.com Reviews

https://emicoadvisory.com

The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. The market is as unpredictable as the weather. We’d love to help you prepare. 8211; making your money work for you.

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emicoadvisory.com

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Team | Emico Advisory Services

http://www.emicoadvisory.com/team

Upon completion of her graduate studies, Kate worked as a money manager in the Portfolio Investment Department of a large pension fund. She then spent 19 years with major Wall Street firms, reaching the level of Director of Taxable. Click to read more. Lori joined EMICO in April, 2016. She comes to us from an advisory firm with experience as a licensed health and life insurance specialist, and also has her Series 6, 63, and 65 licenses. Lori has worked in accounting for 15 years. Click to read more.

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Our Offering | Emico Advisory Services

http://www.emicoadvisory.com/p/our-offering

EMICO offers more than just smart financial advice. We offer and engage with you in a long term, consistent, and meaningful relationship. Our continuity of service for the life of our partnership sets us apart. We are sensitive to the emotional needs that come with financial planning, so we get to know you personally to anticipate your needs.". Project future income needs. Develop a distribution plan for retirement. Project the impact of unexpected life changing events. Surviving Spouse cash flow analysis.

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Tax Resources | Emico Advisory Services

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

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. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck.

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Kate & Family | Emico Advisory Services

http://www.emicoadvisory.com/p/kate-family

Kate’s Family Time. Time with my 3 children, KC, Cara, and Cola, and my extended family, fuels me to always bring my best to my clients and keeps me in touch with what really matters in life. Staying young at heart and physically active is as important as any financial plan. As you will see, no activity is off limits, and participation is not optional! Sign up for my Newsletter. Error processing your request. Please try again at a later time. Licensed to sell securities in: Alabama, California, Georgia, ...

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Should I Invest in Gold? | Emico Advisory Services

http://www.emicoadvisory.com/resource-center/investment/should-i-invest-in-gold

Should I Invest in Gold? Learning more about gold and its history may help you decide whether it has a place in your portfolio. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? Best Performing Asset Classes. Bonds may outperform stocks one year only to have stocks rebound the next. Keys to Investing for Retirement. There are some key concepts to understand when investing for retirement. Have A Question About This Topic? Sign up for my Newsletter.

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emicoadvisory.com

Home | Emico Advisory Services

The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. The market is as unpredictable as the weather. We’d love to help you prepare. 8211; making your money work for you.

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