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1000 4th St, Ste 440. San Rafael, CA 94901. Email: louis.batmale@lpl.com. Community Support: Ivy's Story. Electronic Prospectus Permission Form. There are many reasons for life insurance.what's yours? What will your legacy be? Financial planning for your well-being. Enjoy the present while planning for the future. Understanding Today’s Financial Environment. I can provide you with the following financial services:. Managed asset plans - for professional fee-based portfolio management through LPL Financial.

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1000 4th St, Ste 440. San Rafael, CA 94901. Email: louis.batmale@lpl.com. Community Support: Ivy's Story. Electronic Prospectus Permission Form. There are many reasons for life insurance.what's yours? What will your legacy be? Financial planning for your well-being. Enjoy the present while planning for the future. Understanding Today’s Financial Environment. I can provide you with the following financial services:. Managed asset plans - for professional fee-based portfolio management through LPL Financial.

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Home | Louis Batmale | louisbatmale.com Reviews

https://louisbatmale.com

1000 4th St, Ste 440. San Rafael, CA 94901. Email: louis.batmale@lpl.com. Community Support: Ivy's Story. Electronic Prospectus Permission Form. There are many reasons for life insurance.what's yours? What will your legacy be? Financial planning for your well-being. Enjoy the present while planning for the future. Understanding Today’s Financial Environment. I can provide you with the following financial services:. Managed asset plans - for professional fee-based portfolio management through LPL Financial.

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louisbatmale.com

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Rebalancing Your Portfolio | Louis F. Batmale

http://www.louisbatmale.com/resource-center/investment/rebalancing-your-portfolio

145 North Redwood Drive. San Rafael, CA 94903. Email: louis.batmale@lpl.com. Electronic Prospectus Permission Form. Rebalancing Schedule. When to rebalance? There is no set rule. Some rebalance when their portfolio’s allocation is off by a specific percentage — say 5%. Others may be comfortable setting the target higher or lower. Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? There are two ways to rebalance a portfolio.

2

Insurance | Louis F. Batmale

http://www.louisbatmale.com/resource-center/insurance

145 North Redwood Drive. San Rafael, CA 94903. Email: louis.batmale@lpl.com. Electronic Prospectus Permission Form. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? The Other Sure Thing.

3

Events

http://www.louisbatmale.com/p/events

145 North Redwood Drive. San Rafael, CA 94903. Email: louis.batmale@lpl.com. Electronic Prospectus Permission Form. Planning for Health Care in Retirement. Please join us for this complimentary program on how to plan now for your health care costs during retirement. For questions and/or to RSVP, contact us at 415.256.8970 or amy.coleman@lpl.com. Best of Investing Radio Show. Louis Batmale discusses retirement planning, estate, investment, and life insurance. . Weekly Market Commentary .

4

Tax Resources | Louis F. Batmale

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

145 North Redwood Drive. San Rafael, CA 94903. Email: louis.batmale@lpl.com. Electronic Prospectus Permission Form. 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. Best of Investing Radio Show. 160;a Registered In...

5

Tax | Louis F. Batmale

http://www.louisbatmale.com/resource-center/tax

145 North Redwood Drive. San Rafael, CA 94903. Email: louis.batmale@lpl.com. Electronic Prospectus Permission Form. 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. Will You Pay the AMT? You may have to pay estimated taxes.

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Home | Louis Batmale

1000 4th St, Ste 440. San Rafael, CA 94901. Email: louis.batmale@lpl.com. Community Support: Ivy's Story. Electronic Prospectus Permission Form. There are many reasons for life insurance.what's yours? What will your legacy be? Financial planning for your well-being. Enjoy the present while planning for the future. Understanding Today’s Financial Environment. I can provide you with the following financial services:. Managed asset plans - for professional fee-based portfolio management through LPL Financial.

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