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Marc Agel, Susan Hart, Lori Murphy, Kari Salerno, Chris Kirk, Robert Agel. About PKS Advisory LLC. Markets at a Glance. Marc Agel, Susan Hart, Lori Murphy, Kari Salerno, Chris Kirk, Robert Agel. Marc Agel, Susan Hart, Lori Murphy, Kari Salerno, Chris Kirk, Robert Agel. Welcome to the AlbanyAdvisor Group. As well as target-risk investment management,. Our team provides the services that are crucial to their continued success. Long-Term Care Self Insurance. Will you be able to afford nursing home care?

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Sample E-Newsletter

Robots: Friend or Foe? Economists from top U.S. universities were asked to assess the impact that the rising use of robots and artificial intelligence could have on workers. Your Home and the Big Picture. In 2017, a widely cited index of national home prices finally reached the peak level set in July 2006 before the housing crisis and the Great Recession. This might be a good time to think about how owning a home fits into your broader financial picture. Pick Your Plastic: Debit or Credit?

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Stephano Financial Management

Up Front, Quick Hits, and SnapShots. 674,841.06: Value of loose change left behind at U.S. airport security checkpoints in fiscal year 2014, an increase of 76% since 2008, when it reached $383,413.79. Going Public: Understanding IPOs. Although IRAs are primarily intended to help fund retirement, some people don’t withdraw all IRA assets during their lifetimes. The information contained in this newsletter is not intended as tax or legal advice, and it may not be relied on for the purpose of. Advisory serv...

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J.W.C. Wealth Management, Inc.

John W. Cheang. 2440 W. Mission Lane, Suite 11. Phoenix, AZ 85021. In 2015, 13% of workers said they expected to postpone retirement. This is down from 15% in 2014 and 22% in 2013, and may reflect an improving economy and/or more realistic expectations. Investing in Your Values. More investors are considering social, environmental, and corporate governance factors along with the bottom line. Do You Need Disability Insurance? The content is derived from sources believed to be accurate. Neither the inf...

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Williams Wealth Management

In 2015, 13% of workers said they expected to postpone retirement. This is down from 15% in 2014 and 22% in 2013, and may reflect an improving economy and/or more realistic expectations. Investing in Your Values. More investors are considering social, environmental, and corporate governance factors along with the bottom line. Do You Need Disability Insurance? The information contained in this newsletter is not intended as tax or legal advice, and it may not be relied on for the purpose of. Constitutes a ...

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Serving client needs for over 20 years, our team of professional advisors offer personalized service for owners of privately held businesses and affluent families who value discretion and quality advice. You can’t turn back the clock, but you can wind it up again. CRA changes their position on corporate owned life insurance. Transitions happen in everyone’s life. It is important during a transition to ensure plans are realigned. Check back often for news items and resources.

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PlanningWise serves Women's Financial Planning, Investment Management & Income Needs - Connecticut

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Planning With ABC | an alternate to the typical Wall Street approach

The ABC Planning Process. How to Protect Your Retirement Assets from a Repeat of History. Four Year Base Model FIA. Accumulation vs. Distribution. What If It Happened Again? What if the S&P had another large bear market? The ABC Planning Workshop. Develop Your ABC Plan. What’s your conservative mindset? Build your ABC profile to determine your risk! Developing your ABC Plan is as easy as 1-2-3. Wall St. vs. Main St. We need a new voice. A new way to understand how to invest that makes sense to Ma and...

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Planning With A Heart | All things Business Planning

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Home

We’ll design one-of-a-kind events just for you. Event Planning with a Twist" brings to the Mission Valley of Montana event-planning creativity unlike other event planning services. Full service special event planning company focusing on corporate meetings, fundraisers, conferences, private celebratory events such as birthday parties, family reunions, retirement parties and weddings, big or small. Let us bring your special party to life. Event Planning with a Twist. Polson, MT 406-493-5637.

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The C.A.R.E. Program

The CA.R.E. Program is unique to Sage Legacy Group, LLC, a business founded by Conway and Pannell, PLLC. The CA.R.E. Program and its logos are a trademarked product of Conway and Pannell, PLLC.