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112 South Main Street. North Wales, PA 19454. 8 Wealth Management Issues. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The care of...

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rh●●●●●●@nextgenwt.com

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NextGen Inc.

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112 South Main Street. North Wales, PA 19454. 8 Wealth Management Issues. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The care of...

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7 products and services

8 accounting services

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Ochotny Wealth Management - Home | ochotnywealthmanagement.com Reviews

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112 South Main Street. North Wales, PA 19454. 8 Wealth Management Issues. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The care of...

INTERNAL PAGES

ochotnywealthmanagement.com

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Tax Resources | Ochotny Wealth Management

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

112 South Main Street. North Wales, PA 19454. 8 Wealth Management Issues. 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. Check the background of your financial professional on FINRA's BrokerCheck. Or its subsidiaries&...

2

Lifestyle | Ochotny Wealth Management

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

112 South Main Street. North Wales, PA 19454. 8 Wealth Management Issues. 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.”. Making the most of surprises is a great reason to work with us. Using smart management to get more of what you want and free up assets to invest.

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Ochotny Wealth Management - Frequently Asked Questions

http://www.ochotnywealthmanagement.com/p/faq

112 South Main Street. North Wales, PA 19454. 8 Wealth Management Issues. What is a CPA and what do they do? CPA stands for Certified Public Accountant and is an accountant who has passed certain examinations and met all other statutory and licensing requirements of a United States state to be certified by that state. What is a PFS? 160;In order to obtain the PFS credential, one must:. Be a CPA in good standing. Be a member in good standing with the AICPA. Meet continuing education requirements. Investop...

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Resource Center

http://www.ochotnywealthmanagement.com/resource-center

112 South Main Street. North Wales, PA 19454. 8 Wealth Management Issues. 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. Understanding tax strategies can potentially help you better manage your overall tax situation. Or its subsidiarie...

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Ochotny Wealth Management - Professional Money Management Video

http://www.ochotnywealthmanagement.com/p/professional-money-management-video

112 South Main Street. North Wales, PA 19454. 8 Wealth Management Issues. Professional Money Management Video. Check the background of your financial professional on FINRA's BrokerCheck. Eleanor Ochotny is a registered representative registered to transact business with clients in PA. Securities offered through H.D. Vest Investment Services. 160;Advisory Services offered through H.D. Vest Advisory Services. The HD. Vest affiliated companies exclusively provide financial products and services, and do ...

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ochotnycpa.com

Joseph J. Ochotny, CPA: Services

http://www.ochotnycpa.com/services.php?P=1

Wednesday August 31, 2016. There are currently no upcoming events. Please check back later. Provides personalized services for a variety of different situations. From individual tax returns to complex business accounting, we have the perfect fit for your needs. We have the knowledge and expertise to handle bookkeeping, accounting, payroll, taxes, estates and much more. Are you feeling overwhelmed? Do you not know where to start? Do you dread taking care of your own financial services or making a mistake?

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ochotnywealthmanagement.com

Ochotny Wealth Management - Home

112 South Main Street. North Wales, PA 19454. 8 Wealth Management Issues. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The care of...

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