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Useful Links | Tony Ristaino
http://www.retplanner.com/p/useful-links
PLANNING YOUR RETIREMENT FROM VERIZON. 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. A Limited Partnership. Member FINRA. United Planners Financial Services and United Planners Financial Services are not affiliated.
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Bursting the Bubble | Tony Ristaino
http://www.retplanner.com/resource-center/investment/bursting-the-bubble
PLANNING YOUR RETIREMENT FROM VERIZON. Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Should You Invest in Exchange Traded Funds? There are hundreds of ETFs available. Should you invest in them? Inflation and Your Money. It's important to understand how inflation is reported and how it can affect investments. 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. Have A Question About This Topic?
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Resource Center
http://www.retplanner.com/resource-center
PLANNING YOUR RETIREMENT FROM VERIZON. 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. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. FINRA series 7, 24, 63.
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Events | Tony Ristaino
http://www.retplanner.com/events
PLANNING YOUR RETIREMENT FROM VERIZON. Our firm is dedicated to providing sound information to people who are concerned about paying for college and planning a comfortable retirement while minimizing risk. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list. September 10, 2015 6:30p - 7:30p. September 22, 2015 6:30p - 7:30p. Perry Hall Branch Library. October 13, 2015 6:30p - 7:30p.
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Money | Tony Ristaino
http://www.retplanner.com/resource-center/money
PLANNING YOUR RETIREMENT FROM VERIZON. 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. Understanding that your emotions can cloud your judgment may help you make better investment decisions. Well, they are. Take a look and see.
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What to Do When You Lose Your Wallet | Tony Ristaino
http://www.retplanner.com/resource-center/lifestyle/what-to-do-when-you-lose-your-wallet
PLANNING YOUR RETIREMENT FROM VERIZON. What to Do When You Lose Your Wallet. There are things you can do to keep yourself safe when you lose your wallet. Suddenly Single: 3 Steps to Take Now. Here are 3 steps to take right now that may make a difference if you find yourself suddenly single. Saving on Fitness Center Membership Costs. There are ways to improve your physical fitness without denting your fiscal fitness. Using smart management to get more of what you want and free up assets to invest.
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An Arm and a Leg | Tony Ristaino
http://www.retplanner.com/resource-center/lifestyle/an-arm-and-a-leg
PLANNING YOUR RETIREMENT FROM VERIZON. An Arm and a Leg. A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be. It’s never a bad time to speak with your financial advisor about changes in your situation. A four-step framework for building a personal legacy. Using smart management to get more of what you want and free up assets to invest. Have A Question About This Topic? A Limited Partnership. Member FINRA. FINRA series 7, 24, 63.
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Products & Services | Tony Ristaino
http://www.retplanner.com/p/products-services
PLANNING YOUR RETIREMENT FROM VERIZON. We provide assistance in the following areas:. Check the background of your financial professional on FINRA's BrokerCheck. Anthony Ristaino is a Registered Representative offering securities and advisory services through United Planners Financial Services of America. A Limited Partnership. Member FINRA. United Planners Financial Services and United Planners Financial Services are not affiliated. FINRA series 7, 24, 63.
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Team | Tony Ristaino
http://www.retplanner.com/team
PLANNING YOUR RETIREMENT FROM VERIZON. Tony Ristaino, CFP ChFC CLU. More than 30 years ago, Tony Ristaino entered the financial services field with a tenacious, hard-working spirit and a passion for helping people solve problems.Tony is a CERTIFIED FINANCIAL PLANNERTM professional, having completed a. Click to read more. George Jankiewciz, Jr. CPA, CFP. Click to read more. George L. Deares. Click to read more. Click to read more. Check the background of your financial professional on FINRA's BrokerCheck.
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Estate | Tony Ristaino
http://www.retplanner.com/resource-center/estate
PLANNING YOUR RETIREMENT FROM VERIZON. 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. When Special Care Is Needed: The Special Needs Trust. Principles of Preserving Wealth. How federal es...
