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Our Products and Services. Nikki Ross CFP, CWS, author of Lessons From the Legends of Wall Street featuring Warren Buffett and other legends, has appeared on national radio and television. She has conducted numerous educational seminars speaking for corporations, Professional associations, and groups. Matching Your Authentic Life Goals To Your Money . Investment Planning: Conservative Growth and Income, Accumulation, Conservation, and Distribution . Efficient Investment Tax Strategies. If you would...

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Home | Joseph Ross | jrossmba.com Reviews

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Our Products and Services. Nikki Ross CFP, CWS, author of Lessons From the Legends of Wall Street featuring Warren Buffett and other legends, has appeared on national radio and television. She has conducted numerous educational seminars speaking for corporations, Professional associations, and groups. Matching Your Authentic Life Goals To Your Money . Investment Planning: Conservative Growth and Income, Accumulation, Conservation, and Distribution . Efficient Investment Tax Strategies. If you would...

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3 our mission

4 some useful links

5 newsletter

6 resource center

7 retirement

8 estate

9 investment

10 insurance

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Home | Joseph Ross | jrossmba.com Reviews

https://jrossmba.com

Our Products and Services. Nikki Ross CFP, CWS, author of Lessons From the Legends of Wall Street featuring Warren Buffett and other legends, has appeared on national radio and television. She has conducted numerous educational seminars speaking for corporations, Professional associations, and groups. Matching Your Authentic Life Goals To Your Money . Investment Planning: Conservative Growth and Income, Accumulation, Conservation, and Distribution . Efficient Investment Tax Strategies. If you would...

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jrossmba.com

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Glossary | Joseph Ross

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

Our Products and Services. 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 ...

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Our Newsletter

http://www.jrossmba.com/p/our-newsletter

Our Products and Services. Below are the archives of some of our most popular newsletters, which are for Florida residents. We hope you enjoy reading them. We welcome your feedback and would like to know if you have any topics you would like us to write about. For a complimentary subscription to our newsletters and/or a complimentary consultation please call: 305-867-7677. . What is Your Real Age? A Different Perspective on Aging. The Inside Game of Golf, Tennis and Life. Get a Head Start for 2015.

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An Inside Look at Retirement Living | Joseph Ross

http://www.jrossmba.com/resource-center/retirement/an-inside-look-at-retirement-living

Our Products and Services. An Inside Look at Retirement Living. The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation ». A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Social Security: What’s Changing in 2016? Investment Strategies for Retirement. Have A Question About This Topic? Miami Beach, FL 33140.

4

Lifestyle | Joseph Ross

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

Our Products and Services. 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.”. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Using smart management to get more of what you want and free up assets to invest. An Arm and a Leg.

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Money | Joseph Ross

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

Our Products and Services. 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. Tax preparation m...

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Home | Joseph Ross

Our Products and Services. Nikki Ross CFP, CWS, author of Lessons From the Legends of Wall Street featuring Warren Buffett and other legends, has appeared on national radio and television. She has conducted numerous educational seminars speaking for corporations, Professional associations, and groups. Matching Your Authentic Life Goals To Your Money . Investment Planning: Conservative Growth and Income, Accumulation, Conservation, and Distribution . Efficient Investment Tax Strategies. If you would...

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