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Clive, IA 50235. Michael Hartwig, Ph.D. The Living Balance Sheet. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Our site is filled with educational videos, articles, presentations, and calculators de...

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Michael Hartwig

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Mi●●@mikehartwig.com

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Clive, IA 50235. Michael Hartwig, Ph.D. The Living Balance Sheet. Bridging the Confidence Gap. In the world of finance, the effects of the confidence gap can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Our site is filled with educational videos, articles, presentations, and calculators de...

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6 strategies

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Home | Michael Hartwig, Ph.D. | mikehartwig.com Reviews

https://mikehartwig.com

Clive, IA 50235. Michael Hartwig, Ph.D. The Living Balance Sheet. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Our site is filled with educational videos, articles, presentations, and calculators de...

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mikehartwig.com

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Team | Michael Hartwig, Ph.D.

http://www.mikehartwig.com/team

Clive, IA 50235. Michael Hartwig, Ph.D. The Living Balance Sheet. 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? Click to read more.

2

Our Strategies | Michael Hartwig, Ph.D.

http://www.mikehartwig.com/p/our-strategies

Clive, IA 50235. Michael Hartwig, Ph.D. The Living Balance Sheet. At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. How do we do that? We begin by helping you get organized. Second, we help you reasonably protect. Third, we will help you develop a balanced saving strategy. That are simple to und...

3

Useful Links | Michael Hartwig, Ph.D.

http://www.mikehartwig.com/p/useful-links

Clive, IA 50235. Michael Hartwig, Ph.D. The Living Balance Sheet. 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. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA.

4

Glossary | Michael Hartwig, Ph.D.

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

Clive, IA 50235. Michael Hartwig, Ph.D. The Living Balance Sheet. 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 ...

5

Retirement | Michael Hartwig, Ph.D.

http://www.mikehartwig.com/resource-center/retirement

Clive, IA 50235. Michael Hartwig, Ph.D. The Living Balance Sheet. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Sit, Stay, Rollover: A Guide to IRA Rollovers. An Inside Look at Retirement Living. There are ot...

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Home | Michael Hartwig, Ph.D.

Clive, IA 50235. Michael Hartwig, Ph.D. The Living Balance Sheet. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Our site is filled with educational videos, articles, presentations, and calculators de...

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