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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? Bringing Your Vision to Life. Social Security Benefits: How Much Will I Receive. All Muni Bonds Are Not Created Equal. Your credit score may influence ho...

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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? Bringing Your Vision to Life. Social Security Benefits: How Much Will I Receive. All Muni Bonds Are Not Created Equal. Your credit score may influence ho...

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Home | Premier Wealth Partners, LLC | premierwealthllc.com Reviews

https://premierwealthllc.com

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? Bringing Your Vision to Life. Social Security Benefits: How Much Will I Receive. All Muni Bonds Are Not Created Equal. Your credit score may influence ho...

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premierwealthllc.com

1

Annuity Strategies | Premier Wealth Partners, LLC

http://www.premierwealthllc.com/p/annuity-services

Are You Getting the Most From Your Annuity? Did you know that more than seven out of 10 annuity owners don’t take advantage of the biggest retirement benefit associated with these investments? 160; The complex world of annuities can leave your head spinning in no time. It is important to take advantage of a review conducted by an independent firm, making sure you are doing all of the following:. Market Participation with downside protection*. Rising Income During Retirement*. Legacy Planning for Heirs*.

2

Glossary | Premier Wealth Partners, LLC

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

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 mortgages generally have lower initial interest rates than fixed-r...

3

Estate | Premier Wealth Partners, LLC

http://www.premierwealthllc.com/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Put It in a Letter. Feder...

4

Money | Premier Wealth Partners, LLC

http://www.premierwealthllc.com/resource-center/money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Your Cash Flow Statement. Well, they are. Few cont...

5

Insurance Services | Premier Wealth Partners, LLC

http://www.premierwealthllc.com/p/insurance-services

An Independent Insurance Review. 160;Being independent, we are able to offer our clients the opportunity to review current insurance policies and evaluate their options. We have no propriety products and the interests of our clients always comes first. Are you Over-paying for your insurance? According to industry experts, as many as two-thirds (67%) of the insurance policies were overcharging the policy holder for the cost-of-insurance. Do you have the right type of policy and the best available? Represe...

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Home | Premier Wealth Partners, LLC

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? Bringing Your Vision to Life. Social Security Benefits: How Much Will I Receive. All Muni Bonds Are Not Created Equal. Your credit score may influence ho...

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Premier Wealth Management Group. 7659 Kings Pointe Road, Toledo , OH 43617. Business Products and Services. Financial Education in the Workplace. Long Term Care Insurance. Market at a Glance. Welcome to Premier Wealth Management Group. Thank you for visiting our site! As a Financial Services organization our sole mission is to assist individuals and businesses in charting a successful financial future. We introduce our business practices, our values and ourselves. Our continuous, personal service and pro...

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Premier Wealth Management - Advanced Investment Strategies for Financial Success

4801 Lang North East Suite # 110. Sign Up for Our E-Newsletter. Markets at a Glance. Financial Success Begins With You. Premier Wealth Management is committed to help every client feel confident, secure and. In their investment and financial strategies by educating them in an ethical and caring manner with the promise of guiding each client down the necessary path to attain their personal financial goal. Sign up for the Premier Wealth Management Group E-Newsletter. New Math for Social Security. Percent D...

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Knowledge - Integrity - Comprehensive Service. The White Paper - History. 529 Plans: Helping Employees Save for Education. Tax Breaks for Businesses. Charitable Giving and Tax Benefits. Charitable Planning: Donor Advised Funds vs. Private Foundations. Complexity Reigns When Claiming a Charitable Deduction. 529 Plans: A College Savings Alternative. A Savings Plan That Pays for More Than Just College. Applying for Federal Aid for College. Welcome to Premier Wealth Management Partners. 1500 West 11th Street.

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