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Protecting Your Business from the Loss of a Key Person | Latitude Financial Strategies

http://www.latitudesfinancial.com/resource-center/insurance/protecting-your-business-from-the-loss-of-a-key-person

You Are More Than A Number. Who Should Work With Us? Protecting Your Business from the Loss of a Key Person. Charles de Gaulle once remarked, “The graveyards are full of indispensable men.”¹ While we know that life goes on regardless of the loss of any “indispensable” person, for a small business, the loss of a key person is not only a human tragedy, it can also represent the potential for significant financial loss. Key person insurance is a standard insurance policy that is usually owned by the busines...

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Retirement Planning

http://www.latitudesfinancial.com/p/creative-people-and-money

You Are More Than A Number. Who Should Work With Us? How Do We Invest Our Retirement Assets With. Interest Rates Near Zero and the Stock Market Near Record Highs? So, here’s what traditional financial planning from Wall Street doesn’t get: We Boomers are pretty nervous about retirement, more precisely we are very unsure about STAYING retired! In my new book, The Retirement Dilemma. Women and Investing Video. Creative People and Money Video. Fee-Based Financial Planning Video. Our pledge of service:.

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Team | Latitude Financial Strategies

http://www.latitudesfinancial.com/team

You Are More Than A Number. Who Should Work With Us? 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:. Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? Rick DIBiasio, CFP. The LPL Financia...

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Women and Investing

http://www.latitudesfinancial.com/p/women-and-investing

You Are More Than A Number. Who Should Work With Us? The fact is, investment acumen is not gender-related. Letting emotions interfere with good money decisions isn’t either; plenty of men and women have that gene. As a financial consultant, I've met many men AND women who are intelligent and good with money, yet are still confused by the curtain that Wall Street professionals hide behind. So, here’s what I will promise my female (and male) investors:. I’ll listen to you. I will explain all fees.

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Windermere, Fl.

http://www.latitudesfinancial.com/p/socially-responsible-investing

You Are More Than A Number. Who Should Work With Us? You Are Not A Number. 160;Because you deserve more than a mass marketed financial solution. This is your life we are talking about! You get plan #234, a perfectly personalized portfolio for you and everyone else who fills out a questionnaire similarly.” Computers are awesome, aren’t they? 160;         . 160;        . Looking In the Rearview Mirror Is Only Good If You Are Going Backwards. Read any, and I mean any. Here’s the thing about Common Kno...

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Social Security: The Elephant in the Room | Latitude Financial Strategies

http://www.latitudesfinancial.com/resource-center/retirement/social-security-the-elephant-in-the-room

You Are More Than A Number. Who Should Work With Us? Social Security: The Elephant in the Room. For most Americans, Social Security has represented nothing more than some unavoidable payroll deduction with the positively cryptic initials of “FICA” and “OASDI” (Federal Insurance Contributions Act and Old Age, Survivors and Disability Insurance). It hinted at a future that seemed both intangible and faraway. Yet, now a generation sits on the cusp of drawing on the promise that was made with those payments.

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Pay Yourself First | Latitude Financial Strategies

http://www.latitudesfinancial.com/resource-center/money/pay-yourself-first

You Are More Than A Number. Who Should Work With Us? Each month you settle down to pay bills. You pay your mortgage lender. You pay the electric company. You pay the trash collector. But do you pay yourself? One of the most basic tenets of sound investing involves the simple habit of “paying yourself first,” in other words, making the first payment of each month into your savings account. The Genius of Pay Yourself First. The trick is to prioritize. Make it a point to put your future first. At fi...If re...

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Earnings for All Seasons | Latitude Financial Strategies

http://www.latitudesfinancial.com/resource-center/investment/earnings-for-all-seasons

You Are More Than A Number. Who Should Work With Us? Earnings for All Seasons. While nature offers four seasons, Wall Street offers only one—four times a year. It’s called “earnings season,” and it can move the markets. So what is earnings season and why is it important? Wall Street analysts maintain a close pulse on a company’s quarterly report to help estimate future earnings. For example, these estimates may guide investors in determining an appropriate price for a company’s stock....And second, repor...

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All Videos | Latitude Financial Strategies

http://www.latitudesfinancial.com/resource-center/videos

You Are More Than A Number. Who Should Work With Us? The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. The decision whet...

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Fee-Based Financial Planning

http://www.latitudesfinancial.com/p/fee-based-financial-planning

You Are More Than A Number. Who Should Work With Us? Who Should Work With Us? At Latitudes Financial Strategies we employ an active investment management process designed to maximize each client’s returns while mitigating risk. Our investment management services are comprehensive, 100% transparent, and fee-only.  Each client allocation is highly customized based on your return objectives, risk adversity, and tax status of your accounts. Who Should Work With Us? Who Should Not Invest With Us? Check the ba...